Montz Harcus Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Montz Harcus Wealth Management LLC
- $181 Million
- Q1 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 3,370 shares of DFAS stock, worth $196,268. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,370Holding current value
$196,268% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
800Shares Held
120MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$771 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$438 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$381 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC5.17MShares$301 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$159 Million1.82% of portfolio