Bsw Wealth Partners Dimensional ETF Tr U S Small C Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 2024
A detailed history of Bsw Wealth Partners transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bsw Wealth Partners holds 3,282 shares of DFAS stock, worth $202,335. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,282
Previous 3,282
-0.0%
Holding current value
$202,335
Previous $212,000
0.47%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
783Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$816 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$464 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$403 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$319 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$168 Million1.82% of portfolio