Caliber Wealth Management, LLC / Ks Dimensional ETF Tr U S Small C Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 3,075 shares of DFAS stock, worth $210,237. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,075Holding current value
$210,237% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.38 Billion1.11% of portfolio
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Northern Trust Corp Chicago, IL7.85MShares$537 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.22MShares$425 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.86MShares$400 Million20.21% of portfolio
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Pure Financial Advisors, LLC2.95MShares$201 Million3.33% of portfolio