Bartlett & Co. Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,645 shares of DFAS stock, worth $105,921. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,645
Previous 1,645
-0.0%
Holding current value
$105,921
Previous $107 Million
0.34%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio