Wealthspire Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 47,594 shares of DFAS stock, worth $3.18 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
47,594
Previous 50,611
5.96%
Holding current value
$3.18 Million
Previous $3.28 Million
5.64%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
734Shares Held
112MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$749 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$468 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