Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 39,615 shares of DFAS stock, worth $2.72 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
39,615
Previous 28,247
40.24%
Holding current value
$2.72 Million
Previous $1.8 Billion
50.7%
% of portfolio
1.95%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
848Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$400 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio