Wealthstream Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 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 40,238 shares of DFAS stock, worth $2.73 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
40,238
Previous 41,037
1.95%
Holding current value
$2.73 Million
Previous $2.47 Million
5.84%
% of portfolio
0.52%
Previous 0.94%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
712Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$761 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$475 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$444 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$185 Million1.82% of portfolio