Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Tci Wealth Advisors, Inc.
- $1.12 Billion
- Q3 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 2,353,208 shares of DFAS stock, worth $154 Million. This represents 13.61% of its overall portfolio holdings.
Number of Shares
2,353,208
Previous 2,257,202
4.25%
Holding current value
$154 Million
Previous $136 Million
12.55%
% of portfolio
13.61%
Previous 13.45%
Shares
14 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$732 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$457 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$435 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$321 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio