Next Level Wealth Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 3,469 shares of DFAS stock, worth $223,923. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,469Holding current value
$223,923% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
832Shares Held
127MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.09 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
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Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
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Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
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Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio