Us Advisors Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
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 19,316 shares of DFAS stock, worth $1.15 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
19,316
Previous 18,216
6.04%
Holding current value
$1.15 Million
Previous $1.18 Million
6.71%
% of portfolio
0.41%
Previous 0.41%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
784Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio