Atlas Wealth LLC Dimensional ETF Tr U S Small C Transaction History
Atlas Wealth LLC
- $178 Million
- Q4 2024
A detailed history of Atlas Wealth LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Atlas Wealth LLC holds 6,245 shares of DFAS stock, worth $347,721. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,245
Previous 6,245
-0.0%
Holding current value
$347,721
Previous $405 Million
99.9%
% of portfolio
0.23%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
789Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio