Chokshi & Queen Wealth Advisors, Inc Dimensional ETF Tr U S Small C Transaction History
Chokshi & Queen Wealth Advisors, Inc
- $161 Billion
- Q4 2024
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 $685,948. This represents 0.46% of its overall portfolio holdings.
Number of Shares
11,488Holding current value
$685,948% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
784Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
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Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio