Us Advisors Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Us Advisors Wealth Management, LLC
- $287 Million
- Q1 2025
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 19,343 shares of DFAS stock, worth $1.2 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
19,343
Previous 19,316
0.14%
Holding current value
$1.2 Million
Previous $1.26 Million
8.11%
% of portfolio
0.4%
Previous 0.41%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
821Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio