Kestra Private Wealth Services, LLC Dimensional ETF Tr U S Small C Transaction History

Kestra Private Wealth Services, LLC

$5.3 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$46.47 - $55.84 $894,872 - $1.08 Million	19,257 New	19,257 $896,000

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$732 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$457 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$435 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$321 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$178 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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