Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $408 Million
- Q4 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 8,462 shares of DFAS stock, worth $516,943. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,462
Previous 8,462
-0.0%
Holding current value
$516,943
Previous $548,000
0.36%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio