Wealthspan Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Wealthspan Partners, LLC
- $238 Million
- Q3 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealthspan Partners, LLC holds 61,280 shares of DFAS stock, worth $4.11 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
61,280
Previous 60,830
0.74%
Holding current value
$4.11 Million
Previous $3.88 Million
8.26%
% of portfolio
1.76%
Previous 1.74%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% 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