Walter & Keenan Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Walter & Keenan Wealth Management LLC
- $327 Million
- Q3 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 27,925 shares of DFAS stock, worth $1.82 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
27,925
Previous 16,428
69.98%
Holding current value
$1.82 Million
Previous $986,000
83.67%
% of portfolio
0.55%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$730 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$456 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$434 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$320 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$177 Million1.82% of portfolio