Kmt Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Kmt Wealth Management, LLC
- $146 Billion
- Q1 2025
A detailed history of Kmt Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kmt Wealth Management, LLC holds 90,461 shares of DFAS stock, worth $5.62 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
90,461
Previous 95,461
5.24%
Holding current value
$5.62 Million
Previous $6.21 Billion
13.0%
% of portfolio
3.7%
Previous 4.98%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio