True Wealth Design, LLC Dimensional ETF Tr U S Small C Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, True Wealth Design, LLC holds 1,977 shares of DFAS stock, worth $133,664. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,977
Previous 1,977
-0.0%
Holding current value
$133,664
Previous $126 Million
7.46%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$531 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$420 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$396 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$199 Million3.33% of portfolio