Wealthcare Capital Management LLC Dimensional ETF Tr U S Small C Transaction History
Wealthcare Capital Management LLC
- $880 Million
- Q1 2024
A detailed history of Wealthcare Capital Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 7,215 shares of DFAS stock, worth $427,849. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,215
Previous 7,360
1.97%
Holding current value
$427,849
Previous $438,000
2.51%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
637Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$636 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$403 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$365 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$252 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio