Rialto Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 684 shares of DFAS stock, worth $46,990. This represents 0.01% of its overall portfolio holdings.
Number of Shares
684
Previous 684
-0.0%
Holding current value
$46,990
Previous $40,000
7.5%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
857Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio