Wcg Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 23,256 shares of DFAS stock, worth $1.48 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
23,256
Previous 21,142
10.0%
Holding current value
$1.48 Million
Previous $1.32 Million
6.07%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$721 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$443 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$427 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$283 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$173 Million1.82% of portfolio