Meriwether Wealth & Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 91,272 shares of DFAS stock, worth $6.1 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
91,272Holding current value
$6.1 Million% of portfolio
4.23%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
724Shares Held
112MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$749 Million0.72% of portfolio
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Northern Trust Corp Chicago, IL7MShares$468 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio