Valued Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 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 5,611 shares of DFAS stock, worth $377,508. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,611
Previous 4,631
21.16%
Holding current value
$377,508
Previous $300 Million
21.58%
% of portfolio
0.23%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
713Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$440 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio