Marshall & Sterling Wealth Advisors Inc. Dimensional ETF Tr U S Small C Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 781 shares of DFAS stock, worth $52,280. This represents 0.04% of its overall portfolio holdings.
Number of Shares
781Holding current value
$52,280% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
773Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$887 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$503 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$438 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$346 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio