Trace Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 35,314 shares of DFAS stock, worth $1.97 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
35,314Holding current value
$1.97 Million% of portfolio
2.06%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
787Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio