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

Kestra Private Wealth Services, LLC

$4.36 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$47.01 - $55.84 $905,271 - $1.08 Million	19,257 New	19,257 $896,000

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

10.7M
Shares

$641 Million
0.74% of portfolio
Index Fund Advisors, Inc.

6.8M
Shares

$406 Million
23.9% of portfolio
Northern Trust Corp Chicago, IL

6.15M
Shares

$367 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.25M
Shares

$254 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.73M
Shares

$163 Million
1.93% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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