Legacy Capital Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Legacy Capital Wealth Partners, LLC
- $445 Million
- Q2 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 8,282 shares of DFAS stock, worth $572,286. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,282Holding current value
$572,286% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
843Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
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Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
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Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio