Signature Wealth Management Group Dimensional ETF Tr U S Small C Transaction History
Signature Wealth Management Group
- $240 Million
- Q2 2025
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 4,952 shares of DFAS stock, worth $342,183. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,952
Previous 5,691
12.99%
Holding current value
$342,183
Previous $340,000
7.35%
% of portfolio
0.13%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
843Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio