Chokshi & Queen Wealth Advisors, Inc Dimensional ETF Tr U S Small C Transaction History
Chokshi & Queen Wealth Advisors, Inc
- $189 Billion
- Q3 2025
A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 11,488 shares of DFAS stock, worth $771,419. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,488
Previous 11,488
-0.0%
Holding current value
$771,419
Previous $732 Million
7.46%
% of portfolio
0.42%
Previous 0.42%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares 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