Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Prevail Innovative Wealth Advisors, LLC
- $328 Billion
- Q3 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 14,596 shares of DFAS stock, worth $981,872. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,596
Previous 14,101
3.51%
Holding current value
$981,872
Previous $847 Million
11.75%
% of portfolio
0.29%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$448 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio