Bwm Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 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 137,608 shares of DFAS stock, worth $8.22 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
137,608
Previous 143,800
4.31%
Holding current value
$8.22 Million
Previous $9.33 Billion
3.98%
% of portfolio
3.9%
Previous 4.14%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
784Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio