Traverso Chambers Private Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 136,000 shares of DFAS stock, worth $8.13 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
136,000
Previous 130,329
4.35%
Holding current value
$8.13 Million
Previous $6.84 Million
18.54%
% of portfolio
1.97%
Previous 1.83%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio