Congress Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,359 shares of DFAS stock, worth $718,115. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,359
Previous 9,226
23.12%
Holding current value
$718,115
Previous $598,000
23.58%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
775Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$837 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$476 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$414 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$327 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$172 Million1.82% of portfolio