Twin Peaks Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 210 shares of DFAS stock, worth $14,343. This represents 0.0% of its overall portfolio holdings.
Number of Shares
210Holding current value
$14,343% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
845Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.38 Billion1.11% of portfolio
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Northern Trust Corp Chicago, IL7.85MShares$536 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.22MShares$425 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.83MShares$398 Million21.68% of portfolio
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Pure Financial Advisors, LLC2.79MShares$190 Million3.23% of portfolio