Kmt Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Kmt Wealth Management, LLC
- $146 Billion
- Q1 2025
A detailed history of Kmt Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kmt Wealth Management, LLC holds 90,461 shares of DFAS stock, worth $5.97 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
90,461
Previous 95,461
5.24%
Holding current value
$5.97 Million
Previous $6.21 Billion
13.0%
% of portfolio
3.7%
Previous 4.98%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
826Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio