Peterson Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Peterson Wealth Advisors, LLC
- $485 Million
- Q1 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 4,212 shares of DFAS stock, worth $244,127. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,212Holding current value
$244,127% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
804Shares Held
120MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$768 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$436 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$339 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$300 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$158 Million1.82% of portfolio