Modern Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 42,355 shares of DFAS stock, worth $2.6 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
42,355
Previous 42,355
-0.0%
Holding current value
$2.6 Million
Previous $2.53 Billion
99.9%
% of portfolio
0.08%
Previous 0.08%
Shares
1 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