Trace Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Trace Wealth Advisors, LLC
- $122 Billion
- Q2 2025
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 35,445 shares of DFAS stock, worth $2.44 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
35,445
Previous 35,443
0.01%
Holding current value
$2.44 Million
Previous $2.12 Billion
6.63%
% of portfolio
1.84%
Previous 1.89%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
845Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$541 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$428 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$401 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio