Lauer Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Lauer Wealth, LLC
- $130 Billion
- Q1 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 38,982 shares of DFAS stock, worth $2.42 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
38,982
Previous 33,923
14.91%
Holding current value
$2.42 Million
Previous $2.21 Billion
2.84%
% of portfolio
1.75%
Previous 1.48%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
821Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio