Lauer Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Lauer Wealth, LLC
- $150 Billion
- Q4 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Lauer Wealth, LLC holds 33,923 shares of DFAS stock, worth $1.89 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
33,923
Previous 30,820
10.07%
Holding current value
$1.89 Million
Previous $1.98 Billion
11.25%
% of portfolio
1.48%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
789Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio