Meriwether Wealth & Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Meriwether Wealth & Planning, LLC
- $153 Billion
- Q1 2025
A detailed history of Meriwether Wealth & Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 109,575 shares of DFAS stock, worth $6.71 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
109,575
Previous 91,272
20.05%
Holding current value
$6.71 Million
Previous $5.94 Billion
10.22%
% of portfolio
4.27%
Previous 4.23%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$489 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$329 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio