Williams Financial, LLC Dimensional ETF Tr U S Small C Transaction History
Williams Financial, LLC
- $150 Million
- Q2 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 185,903 shares of DFAS stock, worth $12 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
185,903
Previous 11,601,031
98.4%
Holding current value
$12 Million
Previous $697 Million
98.4%
% of portfolio
7.44%
Previous 7.23%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio