Great Point Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Great Point Wealth Advisors, LLC
- $497 Million
- Q3 2025
A detailed history of Great Point Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 38,419 shares of DFAS stock, worth $2.58 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
38,419
Previous 39,094
1.73%
Holding current value
$2.58 Million
Previous $2.34 Million
12.63%
% of portfolio
0.53%
Previous 0.51%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
867Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio