Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $535 Million
- Q4 2025
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 8,404 shares of DFAS stock, worth $564,328. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,404
Previous 9,201
8.66%
Holding current value
$564,328
Previous $629,000
10.33%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
891Shares Held
138MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio