Bsw Wealth Partners Dimensional ETF Tr U S Small C Transaction History

Bsw Wealth Partners

$661 Million
Q3 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 $217,399. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,282

Holding current value

$217,399

% of portfolio

0.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$59.25 - $65.33 $194,458 - $214,413	3,282 New	3,282 $212,000
Q1 2024 Apr 23, 2024	BUY	$56.66 - $62.34 $185,958 - $204,599	3,282 New	3,282 $204,000

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$743 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$464 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$441 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$325 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$180 Million
1.82% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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