Bsw Wealth Partners Dimensional ETF Tr U S Small C Transaction History

Bsw Wealth Partners

$587 Million
Q1 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 $196,197. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,282

Holding current value

$196,197

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$56.66 - $62.34 $185,958 - $204,599	3,282 New	3,282 $204,000

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

10.7M
Shares

$641 Million
0.74% of portfolio
Index Fund Advisors, Inc.

6.8M
Shares

$406 Million
23.9% of portfolio
Northern Trust Corp Chicago, IL

6.15M
Shares

$367 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.25M
Shares

$254 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.73M
Shares

$163 Million
1.93% of portfolio

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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