Impact Partnership Wealth, LLC Dimensional ETF Tr U S Small C Transaction History

Impact Partnership Wealth, LLC

$443 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$49.85 - $54.8 $12,512 - $13,754	251 New	251 $13.8 Million

Others Institutions Holding DFAS

# of Institutions

687

Shares Held

107M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$754 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$471 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$448 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$330 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$183 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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