Regal Wealth Group, Inc. Dimensional ETF Tr U S Small C Transaction History
Regal Wealth Group, Inc.
- $143 Million
- Q4 2023
A detailed history of Regal Wealth Group, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 142,852 shares of DFAS stock, worth $9.61 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
142,852
Previous 137,973
3.54%
Holding current value
$9.61 Million
Previous $7.24 Million
17.59%
% of portfolio
5.96%
Previous 5.75%
Shares
4 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