Heartwood Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,302 shares of DFAS stock, worth $339,964. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,302
Previous 5,302
-0.0%
Holding current value
$339,964
Previous $343,000
0.58%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
694Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$719 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$449 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$427 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$315 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio