Wealthspan Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
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 58,899 shares of DFAS stock, worth $3.93 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
58,899
Previous 53,484
10.12%
Holding current value
$3.93 Million
Previous $3.47 Million
10.52%
% of portfolio
1.88%
Previous 1.75%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
742Shares Held
113MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$748 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$467 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio