Mattern Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Mattern Wealth Management LLC
- $456 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding DFAS
# of Institutions
856Shares Held
134MCall Options Held
0Put Options Held
0- 
    
      Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
- 
    
      Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
- 
    
      Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
- 
    
      Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio