Tanager Wealth Management LLP Dimensional ETF Tr U S Small C Transaction History
Tanager Wealth Management LLP
- $619 Billion
- Q1 2024
A detailed history of Tanager Wealth Management LLP transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Tanager Wealth Management LLP holds 324,291 shares of DFAS stock, worth $19.4 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
324,291
Previous 302,242
7.3%
Holding current value
$19.4 Million
Previous $18 Billion
12.19%
% of portfolio
3.26%
Previous 3.28%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio