Litman Gregory Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Litman Gregory Wealth Management LLC
- $1.19 Billion
- Q3 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 6,770 shares of DFAS stock, worth $445,669. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,770
Previous 6,770
-0.0%
Holding current value
$445,669
Previous $406,000
8.13%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio