Rkl Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Rkl Wealth Management LLC
- $1.12 Billion
- Q4 2024
A detailed history of Rkl Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 4,453 shares of DFAS stock, worth $297,059. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,453
Previous 4,453
-0.0%
Holding current value
$297,059
Previous $288,000
0.35%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
765Shares Held
117MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.2MShares$883 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$502 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$345 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio