Gateway Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Gateway Wealth Partners, LLC
- $331 Billion
- Q2 2024
A detailed history of Gateway Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 9,479 shares of DFAS stock, worth $607,129. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,479
Previous 11,516
17.69%
Holding current value
$607,129
Previous $718 Million
20.67%
% of portfolio
0.17%
Previous 0.26%
Shares
3 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