Cws Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Cws Financial Advisors, LLC
- $302 Million
- Q4 2024
A detailed history of Cws Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 9,681 shares of DFAS stock, worth $639,333. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,681
Previous 7,681
26.04%
Holding current value
$639,333
Previous $498,000
26.51%
% of portfolio
0.21%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
758Shares Held
114MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$740 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$462 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$432 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$324 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio