Hb Wealth Management, LLC Dimensional ETF Tr U S Small C Call Options Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAS

# of Institutions

688

Shares Held

107M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$791 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$494 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$470 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$347 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$192 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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