Spring Vest Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 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 14,435 shares of DFAS stock, worth $932,645. This represents 0.74% of its overall portfolio holdings.
Number of Shares
14,435
Previous 17,869
19.22%
Holding current value
$932,645
Previous $1.07 Billion
13.86%
% of portfolio
0.74%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio