Sanctuary Wealth Management, L.L.C. Dimensional ETF Tr U S Small C Transaction History
Sanctuary Wealth Management, L.L.C.
- $134 Million
- Q3 2024
A detailed history of Sanctuary Wealth Management, L.L.C. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Sanctuary Wealth Management, L.L.C. holds 7,205 shares of DFAS stock, worth $470,414. This represents 0.35% of its overall portfolio holdings.
Number of Shares
7,205
Previous 7,205
-0.0%
Holding current value
$470,414
Previous $432,000
8.1%
% of portfolio
0.35%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$732 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$457 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$435 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$321 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio