Walden Wealth Partners LLC Dimensional ETF Tr U S Small C Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Walden Wealth Partners LLC holds 22,834 shares of DFAS stock, worth $1.53 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
22,834
Previous 21,681
5.32%
Holding current value
$1.53 Million
Previous $1.31 Billion
4.67%
% of portfolio
0.77%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
875Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio