Evermay Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 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 233 shares of DFAS stock, worth $14,233. This represents 0.0% of its overall portfolio holdings.
Number of Shares
233
Previous 233
-0.0%
Holding current value
$14,233
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
781Shares 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