Wall Street Access Asset Management, LLC Dimensional ETF Tr U S Small C Transaction History
Wall Street Access Asset Management, LLC
- $261 Million
- Q3 2024
A detailed history of Wall Street Access Asset Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 48,285 shares of DFAS stock, worth $3.25 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
48,285
Previous 39,634
21.83%
Holding current value
$3.25 Million
Previous $2.38 Million
31.5%
% of portfolio
1.2%
Previous 0.98%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall 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.6.66MShares$448 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio