Wealth Spring Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Wealth Spring Partners, LLC
- $134 Billion
- Q3 2023
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
748Shares Held
114MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$740 Million0.72% of portfolio
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Northern Trust Corp Chicago, IL7MShares$462 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.54MShares$432 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$324 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio