Williams Financial, LLC Dimensional ETF Tr U S Small C Transaction History
Williams Financial, LLC
- $160 Million
- Q3 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 189,233 shares of DFAS stock, worth $13.2 Million. This represents 7.67% of its overall portfolio holdings.
Number of Shares
189,233
Previous 185,903
1.79%
Holding current value
$13.2 Million
Previous $11.2 Million
9.88%
% of portfolio
7.67%
Previous 7.44%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
687Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$785 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$490 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$466 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$344 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$191 Million1.82% of portfolio