Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Small C Transaction History
Fin Dec Wealth Services, Inc.
- $172 Billion
- Q3 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 52,066 shares of DFAS stock, worth $3.64 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
52,066
Previous 51,572
0.96%
Holding current value
$3.64 Million
Previous $3.1 Billion
8.99%
% of portfolio
1.96%
Previous 1.96%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
688Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$785 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$490 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$466 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$344 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$191 Million1.82% of portfolio