Kingsview Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 35,609 shares of DFAS stock, worth $2.29 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
35,609
Previous 31,218
14.07%
Holding current value
$2.29 Million
Previous $2.02 Million
14.48%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
775Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$850 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$483 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$420 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio