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 $9.23 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
142,852
Previous 137,973
3.54%
Holding current value
$9.23 Million
Previous $7.24 Million
17.59%
% of portfolio
5.96%
Previous 5.75%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio