Wealth Management Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Wealth Management Partners, LLC
- $253 Million
- Q2 2025
A detailed history of Wealth Management Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealth Management Partners, LLC holds 35,438 shares of DFAS stock, worth $2.34 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
35,438Holding current value
$2.34 Million% of portfolio
0.89%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
826Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
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Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
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Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
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Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio