180 Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
180 Wealth Advisors, LLC
- $592 Million
- Q2 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 10,589 shares of DFAS stock, worth $678,225. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,589
Previous 5,479
93.27%
Holding current value
$678,225
Previous $341,000
86.51%
% of portfolio
0.11%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$726 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$446 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$430 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$285 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio