Williams Financial, LLC Dimensional ETF Tr U S Small C Transaction History
Williams Financial, LLC
- $161 Million
- Q4 2024
A detailed history of Williams Financial, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Williams Financial, LLC holds 189,857 shares of DFAS stock, worth $12.8 Million. This represents 7.69% of its overall portfolio holdings.
Number of Shares
189,857
Previous 189,233
0.33%
Holding current value
$12.8 Million
Previous $12.3 Million
0.67%
% of portfolio
7.69%
Previous 7.67%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
724Shares Held
112MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$759 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$474 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$443 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio