My Purposeful Wealth Corp. Dimensional ETF Tr U S Small C Transaction History
My Purposeful Wealth Corp.
- $221 Billion
- Q4 2024
A detailed history of My Purposeful Wealth Corp. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 17,140 shares of DFAS stock, worth $954,355. This represents 0.51% of its overall portfolio holdings.
Number of Shares
17,140
Previous 16,395
4.54%
Holding current value
$954,355
Previous $1.06 Billion
4.9%
% of portfolio
0.51%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
789Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio