Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Small C Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 704,455 shares of DFAS stock, worth $42.4 Million. This represents 7.42% of its overall portfolio holdings.
Number of Shares
704,455
Previous 720,293
2.2%
Holding current value
$42.4 Million
Previous $46.7 Million
1.87%
% of portfolio
7.42%
Previous 7.37%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$796 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$452 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$393 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$311 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$164 Million1.82% of portfolio