Accretive Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 6,445 shares of DFAS stock, worth $432,652. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,445
Previous 6,445
-0.0%
Holding current value
$432,652
Previous $418,000
0.24%
% of portfolio
0.18%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
719Shares Held
111MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$753 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$470 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$439 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio