Signature Wealth Management Group Dimensional ETF Tr U S Small C Transaction History
Signature Wealth Management Group
- $236 Million
- Q4 2024
A detailed history of Signature Wealth Management Group transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Signature Wealth Management Group holds 6,232 shares of DFAS stock, worth $415,923. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,232
Previous 3,327
87.32%
Holding current value
$415,923
Previous $215,000
88.37%
% of portfolio
0.17%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
742Shares Held
113MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$748 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$467 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio