Creative One Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Creative One Wealth, LLC
- $3.35 Billion
- Q2 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 7,010 shares of DFAS stock, worth $482,708. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,010
Previous 6,778
3.42%
Holding current value
$482,708
Previous $404,000
10.4%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
845Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$541 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$428 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$401 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio