Wealthstream Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Wealthstream Advisors, Inc.
- $625 Million
- Q3 2025
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 36,388 shares of DFAS stock, worth $2.44 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
36,388
Previous 38,904
6.47%
Holding current value
$2.44 Million
Previous $2.48 Million
0.52%
% of portfolio
0.4%
Previous 0.43%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares 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