Iron Bridge Private Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Iron Bridge Private Wealth, LLC
- $255 Million
- Q2 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 57,842 shares of DFAS stock, worth $3.74 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
57,842
Previous 58,211
0.63%
Holding current value
$3.74 Million
Previous $3.63 Million
4.22%
% of portfolio
1.36%
Previous 1.58%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio