M Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, M Wealth Management, LLC holds 50,530 shares of DFAS stock, worth $3.42 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
50,530Holding current value
$3.42 Million% of portfolio
3.0%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
707Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$759 Million0.72% of portfolio
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Northern Trust Corp Chicago, IL7MShares$474 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.66MShares$451 Million23.57% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$333 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio