Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Tci Wealth Advisors, Inc.
- $971 Million
- Q1 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,157,950 shares of DFAS stock, worth $130 Million. This represents 13.86% of its overall portfolio holdings.
Number of Shares
2,157,950
Previous 2,104,887
2.52%
Holding current value
$130 Million
Previous $125 Million
7.2%
% of portfolio
13.86%
Previous 14.0%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$644 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$408 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$369 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$255 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$164 Million1.93% of portfolio