Legacy Wealth Managment, Llc/Id Dimensional ETF Tr U S Small C Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 147 shares of DFAS stock, worth $9,862. This represents 0.01% of its overall portfolio holdings.
Number of Shares
147
Previous 147
-0.0%
Holding current value
$9,862
Previous $8,000
12.5%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.36 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$527 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$417 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio