Walden Wealth Partners LLC Dimensional ETF Tr U S Small C Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Walden Wealth Partners LLC holds 22,834 shares of DFAS stock, worth $1.44 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
22,834
Previous 21,681
5.32%
Holding current value
$1.44 Million
Previous $1.31 Billion
4.67%
% of portfolio
0.77%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$716 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$440 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$424 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$281 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$172 Million1.82% of portfolio