Wetherby Asset Management Inc Dimensional ETF Tr U S Small C Transaction History
Wetherby Asset Management Inc
- $2.06 Billion
- Q1 2024
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wetherby Asset Management Inc holds 22,609 shares of DFAS stock, worth $1.35 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,609
Previous 22,609
-0.0%
Holding current value
$1.35 Million
Previous $1.35 Million
4.6%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio