Evermay Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Evermay Wealth Management LLC holds 233 shares of DFAS stock, worth $15,550. This represents 0.0% of its overall portfolio holdings.
Number of Shares
233
Previous 233
-0.0%
Holding current value
$15,550
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
742Shares Held
113MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$748 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$467 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio