Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr U S Small C Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 36,622 shares of DFAS stock, worth $2.24 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
36,622
Previous 36,433
0.52%
Holding current value
$2.24 Million
Previous $2.17 Million
5.11%
% of portfolio
0.06%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio