Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History
Discipline Wealth Solutions, LLC
- $182 Million
- Q3 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 59,715 shares of DFAS stock, worth $4.04 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
59,715
Previous 51,718
15.46%
Holding current value
$4.04 Million
Previous $3.11 Million
24.65%
% of portfolio
2.13%
Previous 2.45%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$758 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$473 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$450 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio