Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History
Discipline Wealth Solutions, LLC
- $127 Million
- Q2 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 51,718 shares of DFAS stock, worth $3.48 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
51,718
Previous 43,311
19.41%
Holding current value
$3.48 Million
Previous $2.7 Million
15.07%
% of portfolio
2.45%
Previous 2.49%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$448 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio