Heritage Wealth Architects, Inc. Dimensional ETF Tr U S Small C Transaction History
Heritage Wealth Architects, Inc.
- $214 Billion
- Q4 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 5,595 shares of DFAS stock, worth $375,704. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,595Holding current value
$375,704% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
894Shares Held
139MCall 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
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Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.84MShares$392 Million19.81% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio