Svb Wealth LLC Dimensional ETF Tr U S Small C Transaction History
Svb Wealth LLC
- $1.85 Billion
- Q2 2025
A detailed history of Svb Wealth LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Svb Wealth LLC holds 6,502 shares of DFAS stock, worth $446,687. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,502
Previous 12,061
46.09%
Holding current value
$446,687
Previous $720,000
42.5%
% of portfolio
0.02%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
849Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio