Peterson Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Peterson Wealth Advisors, LLC
- $566 Million
- Q3 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 4,734 shares of DFAS stock, worth $325,225. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,734
Previous 4,197
12.79%
Holding current value
$325,225
Previous $267,000
21.35%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
851Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio