180 Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
180 Wealth Advisors, LLC
- $632 Million
- Q4 2024
A detailed history of 180 Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 24,018 shares of DFAS stock, worth $1.62 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
24,018
Previous 16,181
48.43%
Holding current value
$1.62 Million
Previous $1.05 Million
49.0%
% of portfolio
0.25%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
707Shares Held
109MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$755 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$449 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio