Bwm Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bwm Planning, LLC holds 143,800 shares of DFAS stock, worth $9.41 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

143,800

Holding current value

$9.41 Million

% of portfolio

4.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$59.25 - $65.33 $8.52 Million - $9.39 Million	143,800 New	143,800 $9.33 Billion

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$734 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$458 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$436 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$322 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$178 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account