Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Hartmann Taylor Wealth Management, LLC
- $148 Billion
- Q4 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 44,706 shares of DFAS stock, worth $3 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
44,706
Previous 39,615
12.85%
Holding current value
$3 Million
Previous $2.71 Billion
14.85%
% of portfolio
2.1%
Previous 1.95%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
894Shares Held
139MCall 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.5.84MShares$392 Million19.81% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio