Trace Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Trace Wealth Advisors, LLC
- $134 Billion
- Q3 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 35,448 shares of DFAS stock, worth $2.38 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
35,448
Previous 35,445
0.01%
Holding current value
$2.38 Million
Previous $2.26 Billion
7.46%
% of portfolio
1.81%
Previous 1.84%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio