Redmont Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History

Redmont Wealth Advisors LLC

$62 Million
Q3 2024

A detailed history of Redmont Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 317 shares of DFAS stock, worth $20,696. This represents 0.03% of its overall portfolio holdings.

Number of Shares

317

Holding current value

$20,696

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$59.25 - $65.33 $18,782 - $20,709	317 New	317 $20,000

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$732 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$457 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$435 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$321 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$178 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 Redmont Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redmont Wealth Advisors LLC with notifications on news.

Account

Redmont Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History