Bsw Wealth Partners Dimensional ETF Tr U S Small C Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 2024
A detailed history of Bsw Wealth Partners transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bsw Wealth Partners holds 3,282 shares of DFAS stock, worth $221,042. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,282
Previous 3,282
-0.0%
Holding current value
$221,042
Previous $212,000
0.47%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
712Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$755 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$441 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio