Wade Financial Advisory, Inc Dimensional ETF Tr U S Small C Transaction History
Wade Financial Advisory, Inc
- $278 Million
- Q2 2024
A detailed history of Wade Financial Advisory, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 44,053 shares of DFAS stock, worth $2.85 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
44,053
Previous 44,087
0.08%
Holding current value
$2.85 Million
Previous $2.75 Million
3.71%
% of portfolio
0.95%
Previous 1.0%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio