Lauer Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Lauer Wealth, LLC
- $121 Billion
- Q2 2025
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Lauer Wealth, LLC holds 39,160 shares of DFAS stock, worth $2.7 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
39,160
Previous 38,982
0.46%
Holding current value
$2.7 Million
Previous $2.27 Billion
11.03%
% of portfolio
2.08%
Previous 1.75%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
845Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$541 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$428 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$401 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio