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 $208,838. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,370Holding current value
$208,838% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
821Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$494 Million0.07% of portfolio
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Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
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Bank Of America Corp Charlotte, NC5.38MShares$333 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio