Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Small C Transaction History
Di Nuzzo Private Wealth, Inc.
- $617 Million
- Q1 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 704,409 shares of DFAS stock, worth $40.8 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
704,409
Previous 704,455
0.01%
Holding current value
$40.8 Million
Previous $45.8 Million
8.2%
% of portfolio
6.82%
Previous 7.42%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
805Shares Held
120MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$768 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$436 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$339 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$300 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$158 Million1.82% of portfolio