Bartlett & Co. Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Bartlett & Co. Wealth Management LLC
- $6.5 Trillion
- Q1 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 $97,548. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,645
Previous 1,645
-0.0%
Holding current value
$97,548
Previous $99.3 Million
3.28%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
637Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$636 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$403 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$365 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$252 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio