Next Level Wealth Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 3,469 shares of DFAS stock, worth $238,320. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,469Holding current value
$238,320% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
851Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
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Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
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Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio