Angeles Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 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 96 shares of DFAS stock, worth $5,724. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 96
-0.0%
Holding current value
$5,724
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$790 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$390 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$308 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$162 Million1.82% of portfolio