Wealthstream Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 42,651 shares of DFAS stock, worth $2.54 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
42,651
Previous 42,919
0.62%
Holding current value
$2.54 Million
Previous $2.56 Million
3.91%
% of portfolio
1.04%
Previous 1.07%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
638Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$639 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$405 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$366 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$253 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio