Iron Bridge Private Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Iron Bridge Private Wealth, LLC
- $254 Million
- Q3 2024
A detailed history of Iron Bridge Private Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 58,636 shares of DFAS stock, worth $3.86 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
58,636
Previous 57,842
1.37%
Holding current value
$3.86 Million
Previous $3.48 Million
9.44%
% of portfolio
1.5%
Previous 1.36%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio