New Edge Wealth, LLC Dimensional ETF Tr U S Small C Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,381 shares of DFAS stock, worth $292,606. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,381

Holding current value

$292,606

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$63.58 - $71.15 $278,543 - $311,708	4,381 New	4,381 $285,000

Others Institutions Holding DFAS

# of Institutions

734

Shares Held

112M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$749 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$468 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$437 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$328 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$182 Million
1.82% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Account

New Edge Wealth, LLC Dimensional ETF Tr U S Small C Transaction History