Valued Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,405 shares of DFAS stock, worth $84,412. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,405
Previous 898
56.46%
Holding current value
$84,412
Previous $47.1 Million
85.81%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$644 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$408 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$369 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$255 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$164 Million1.93% of portfolio