Enzi Wealth Dimensional ETF Tr U S Small C Transaction History
Enzi Wealth
- $258 Million
- Q2 2025
A detailed history of Enzi Wealth transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Enzi Wealth holds 161,238 shares of DFAS stock, worth $11.1 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
161,238
Previous 160,665
0.36%
Holding current value
$11.1 Million
Previous $9.6 Million
7.01%
% of portfolio
3.98%
Previous 3.97%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
843Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio