Kwmg, LLC Dimensional ETF Tr U S Small C Transaction History
Kwmg, LLC
- $986 Million
- Q3 2024
A detailed history of Kwmg, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kwmg, LLC holds 435,945 shares of DFAS stock, worth $28.7 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
435,945
Previous 432,145
0.88%
Holding current value
$28.7 Million
Previous $26 Million
8.9%
% of portfolio
2.87%
Previous 2.8%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio