Wealth Management Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Wealth Management Partners, LLC
- $274 Million
- Q3 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 39,566 shares of DFAS stock, worth $2.66 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
39,566
Previous 35,438
11.65%
Holding current value
$2.66 Million
Previous $2.26 Million
19.98%
% of portfolio
0.99%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.36 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio