Enzi Wealth Dimensional ETF Tr U S Small C Transaction History
Enzi Wealth
- $258 Million
- Q2 2025
A detailed history of Enzi Wealth transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Enzi Wealth holds 161,238 shares of DFAS stock, worth $10.6 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
161,238
Previous 160,665
0.36%
Holding current value
$10.6 Million
Previous $9.6 Million
7.01%
% of portfolio
3.98%
Previous 3.97%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
827Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio