Worth Pointe, LLC Dimensional ETF Tr U S Small C Transaction History
Worth Pointe, LLC
- $202 Million
- Q1 2024
A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Worth Pointe, LLC holds 161,526 shares of DFAS stock, worth $9.65 Million. This represents 4.98% of its overall portfolio holdings.
Number of Shares
161,526
Previous 161,785
0.16%
Holding current value
$9.65 Million
Previous $9.65 Million
4.4%
% of portfolio
4.98%
Previous 4.8%
Shares
10 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