Lauer Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Lauer Wealth, LLC
- $150 Billion
- Q4 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Lauer Wealth, LLC holds 33,923 shares of DFAS stock, worth $2.14 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
33,923
Previous 30,820
10.07%
Holding current value
$2.14 Million
Previous $1.98 Billion
11.25%
% of portfolio
1.48%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$837 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$476 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$414 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$327 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$172 Million1.82% of portfolio