Valued Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
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 11,890 shares of DFAS stock, worth $689,144. This represents 0.43% of its overall portfolio holdings.
Number of Shares
11,890
Previous 5,611
111.91%
Holding current value
$689,144
Previous $365 Million
94.55%
% of portfolio
0.43%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
804Shares Held
120MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$768 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$436 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$339 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$300 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$158 Million1.82% of portfolio