Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Small C Transaction History
Fin Dec Wealth Services, Inc.
- $144 Billion
- Q4 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 46,099 shares of DFAS stock, worth $2.94 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
46,099
Previous 52,066
11.46%
Holding current value
$2.94 Million
Previous $3.38 Billion
11.16%
% of portfolio
2.08%
Previous 1.96%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$845 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$480 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$417 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio