Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Small C Transaction History
Mbm Wealth Consultants, LLC
- $385 Million
- Q3 2025
A detailed history of Mbm Wealth Consultants, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 6,065 shares of DFAS stock, worth $407,264. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,065
Previous 6,065
-0.0%
Holding current value
$407,264
Previous $386,000
7.51%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 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