Ml & R Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 703,655 shares of DFAS stock, worth $41.7 Million. This represents 10.09% of its overall portfolio holdings.
Number of Shares
703,655
Previous 751,964
6.42%
Holding current value
$41.7 Million
Previous $44.8 Million
2.16%
% of portfolio
10.09%
Previous 10.15%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
637Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$636 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$403 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$365 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$252 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio