Marshall & Sterling Wealth Advisors Inc. Dimensional ETF Tr U S Small C Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 781 shares of DFAS stock, worth $52,475. This represents 0.04% of its overall portfolio holdings.
Number of Shares
781Holding current value
$52,475% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
772Shares Held
117MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$890 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$505 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$440 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC5.17MShares$347 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio