Birchcreek Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Birchcreek Wealth Management, LLC
- $193 Million
- Q3 2025
A detailed history of Birchcreek Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 66,992 shares of DFAS stock, worth $4.5 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
66,992
Previous 60,192
11.3%
Holding current value
$4.5 Million
Previous $3.83 Million
19.61%
% of portfolio
2.38%
Previous 2.18%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
867Shares 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