Exencial Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 16,636 shares of DFAS stock, worth $1.1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,636
Previous 15,648
6.31%
Holding current value
$1.1 Million
Previous $940,000
14.79%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio