Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 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 67,592 shares of DFAS stock, worth $4.31 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
67,592
Previous 59,715
13.19%
Holding current value
$4.31 Million
Previous $3.87 Million
13.56%
% of portfolio
2.13%
Previous 2.13%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$845 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$480 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$417 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio