Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Small C Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 51,572 shares of DFAS stock, worth $3.38 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
51,572
Previous 52,525
1.81%
Holding current value
$3.38 Million
Previous $3.27 Billion
5.37%
% of portfolio
1.96%
Previous 2.06%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
673Shares Held
106MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$735 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$457 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$437 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$291 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio