Creative One Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Creative One Wealth, LLC holds 8,278 shares of DFAS stock, worth $555,867. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,278
Previous 7,010
18.09%
Holding current value
$555,867
Previous $446,000
26.91%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio