Delap Wealth Advisory, LLC Dimensional ETF Tr U S Small C Transaction History
Delap Wealth Advisory, LLC
- $158 Billion
- Q3 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 3,085 shares of DFAS stock, worth $203,085. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,085
Previous 6,170
50.0%
Holding current value
$203,085
Previous $371 Million
46.02%
% of portfolio
0.13%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio