Cws Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Cws Financial Advisors, LLC
- $332 Million
- Q2 2025
A detailed history of Cws Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 11,386 shares of DFAS stock, worth $751,931. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,386
Previous 10,122
12.49%
Holding current value
$751,931
Previous $604,000
20.03%
% of portfolio
0.22%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
849Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.34 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$518 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$411 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio