Evermay Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Evermay Wealth Management LLC holds 449 shares of DFAS stock, worth $28,758. This represents 0.0% of its overall portfolio holdings.
Number of Shares
449
Previous 464
3.23%
Holding current value
$28,758
Previous $28,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$726 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$446 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$430 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$285 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio