Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr U S Small C Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 115,523 shares of DFAS stock, worth $6.99 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
115,523
Previous 113,306
1.96%
Holding current value
$6.99 Million
Previous $7.35 Million
2.3%
% of portfolio
4.44%
Previous 4.34%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$801 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$455 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$396 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$313 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$165 Million1.82% of portfolio