Wp Wealth LLP Dimensional ETF Tr U S Small C Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wp Wealth LLP holds 17,571 shares of DFAS stock, worth $1.09 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
17,571
Previous 7,582
131.75%
Holding current value
$1.09 Million
Previous $492 Million
132.53%
% of portfolio
0.23%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio