Bwm Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bwm Planning, LLC holds 143,800 shares of DFAS stock, worth $9.54 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

143,800

Holding current value

$9.54 Million

% of portfolio

4.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$59.25 - $65.33 $8.52 Million - $9.39 Million	143,800 New	143,800 $9.33 Billion

Others Institutions Holding DFAS

# of Institutions

670

Shares Held

104M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$744 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

6.97M
Shares

$462 Million
0.07% of portfolio
Index Fund Advisors, Inc.

6.72M
Shares

$446 Million
23.41% of portfolio
Bank Of America Corp Charlotte, NC

4.45M
Shares

$295 Million
0.02% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$181 Million
1.82% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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