Delap Wealth Advisory, LLC Dimensional ETF Tr U S Small C Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.38 Billion1.11% of portfolio
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Northern Trust Corp Chicago, IL8.08MShares$552 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.61MShares$452 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.86MShares$400 Million20.21% of portfolio
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Pure Financial Advisors, LLC2.95MShares$201 Million3.33% of portfolio