Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Tci Wealth Advisors, Inc.
- $1.15 Billion
- Q1 2025
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 2,462,758 shares of DFAS stock, worth $139 Million. This represents 12.74% of its overall portfolio holdings.
Number of Shares
2,462,758
Previous 2,402,548
2.51%
Holding current value
$139 Million
Previous $156 Million
5.89%
% of portfolio
12.74%
Previous 13.84%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
791Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$749 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$426 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$370 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$293 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$154 Million1.82% of portfolio