Angeles Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Angeles Wealth Management, LLC
- $1.06 Billion
- Q2 2024
A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 550 shares of DFAS stock, worth $34,969. This represents 0.0% of its overall portfolio holdings.
Number of Shares
550
Previous 975
43.59%
Holding current value
$34,969
Previous $60,000
45.0%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$721 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$443 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$427 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$283 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$173 Million1.82% of portfolio