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 $1.53 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
24,018
Previous 16,181
48.43%
Holding current value
$1.53 Million
Previous $1.05 Million
49.0%
% of portfolio
0.25%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$845 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$480 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$417 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio