Chokshi & Queen Wealth Advisors, Inc Dimensional ETF Tr U S Small C Transaction History
Chokshi & Queen Wealth Advisors, Inc
- $175 Billion
- Q2 2025
A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 11,488 shares of DFAS stock, worth $793,820. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,488
Previous 11,488
-0.0%
Holding current value
$793,820
Previous $686 Million
6.63%
% of portfolio
0.42%
Previous 0.42%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
844Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio