Kingsview Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 20,371 shares of DFAS stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,371
Previous 22,672
10.15%
Holding current value
$1.37 Million
Previous $1.44 Million
3.46%
% of portfolio
0.02%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall 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