Daner Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Daner Wealth Management, LLC holds 131,685 shares of DFAS stock, worth $7.85 Million. This represents 6.56% of its overall portfolio holdings.
Number of Shares
131,685Holding current value
$7.85 Million% of portfolio
6.56%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$790 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$390 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC5.17MShares$308 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$162 Million1.82% of portfolio