Valued Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 4,188 shares of DFAS stock, worth $281,224. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,188
Previous 4,561
8.18%
Holding current value
$281,224
Previous $291 Million
1.34%
% of portfolio
0.13%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio