Rkl Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Rkl Wealth Management LLC
- $1.17 Billion
- Q3 2025
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 $304,451. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,453
Previous 4,453
-0.0%
Holding current value
$304,451
Previous $283,000
7.42%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.38 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$537 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$425 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$400 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$201 Million3.33% of portfolio