Accredited Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 20,688 shares of DFAS stock, worth $1.39 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
20,688Holding current value
$1.39 Million% of portfolio
1.18%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
772Shares Held
117MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$890 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$505 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$440 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$347 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio