Great Waters Wealth Management DFUS Holdings History
Great Waters Wealth Management's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Great Waters Wealth Management held 2.39 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $160.21 Mil. This investment constitutes 20.84% of their stock portfolio, and Great Waters Wealth Management now holds 1.03% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2022Q4. And since then Great Waters Wealth Management has made 9 purchases of DFUS, at an average price of $49.16, for a total of 2.54 Mil shares. In addition, there have been 1 sales at an average price of $63.90 for 144,638.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Great Waters Wealth Management's estimated gain on his DFUS holdings is $49.11 Mil, reflecting a 39.40% gain to date.
Great Waters Wealth Management DFUS ($68.81) Holding Chart
Great Waters Wealth Management DFUS ($68.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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