Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Small C Transaction History
Mbm Wealth Consultants, LLC
- $324 Million
- Q1 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 6,508 shares of DFAS stock, worth $420,481. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,508
Previous 6,670
2.43%
Holding current value
$420,481
Previous $434,000
10.6%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio