Mbe Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Mbe Wealth Management, LLC
- $175 Million
- Q3 2024
A detailed history of Mbe Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 4,205 shares of DFAS stock, worth $289,219. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,205
Previous 4,225
0.47%
Holding current value
$289,219
Previous $253,000
7.51%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
687Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$771 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$481 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$458 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$338 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$187 Million1.82% of portfolio