Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Small C Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 12,752 shares of DFAS stock, worth $857,827. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,752
Previous 12,819
0.52%
Holding current value
$857,827
Previous $770 Million
7.4%
% of portfolio
0.19%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$448 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio