Spring Vest Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 17,869 shares of DFAS stock, worth $1.1 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
17,869
Previous 18,517
3.5%
Holding current value
$1.1 Million
Previous $1.21 Billion
11.4%
% of portfolio
0.89%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$489 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$329 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio