Websterrogers Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Websterrogers Financial Advisors, LLC
- $309 Million
- Q2 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 13,065 shares of DFAS stock, worth $852,752. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,065
Previous 13,064
0.01%
Holding current value
$852,752
Previous $780,000
6.67%
% of portfolio
0.27%
Previous 0.27%
Shares
17 transactions
Others Institutions Holding DFAS
# of Institutions
828Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.1 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$521 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$380 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$351 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$182 Million3.23% of portfolio