Lauer Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Lauer Wealth, LLC
- $129 Billion
- Q3 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 30,820 shares of DFAS stock, worth $2.12 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
30,820
Previous 25,405
21.31%
Holding current value
$2.12 Million
Previous $1.57 Billion
26.54%
% of portfolio
1.53%
Previous 1.24%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
687Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$771 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$481 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$458 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$338 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$187 Million1.82% of portfolio