Accredited Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
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 6,603 shares of DFAS stock, worth $443,391. This represents 2.61% of its overall portfolio holdings.
Number of Shares
6,603
Previous 22,130
70.16%
Holding current value
$443,391
Previous $1.41 Billion
148.57%
% of portfolio
2.61%
Previous 1.14%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio