Parkwoods Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Parkwoods Wealth Partners, LLC
- $126 Billion
- Q4 2024
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 214,421 shares of DFAS stock, worth $14.5 Million. This represents 11.1% of its overall portfolio holdings.
Number of Shares
214,421
Previous 212,574
0.87%
Holding current value
$14.5 Million
Previous $13.8 Billion
1.21%
% of portfolio
11.1%
Previous 11.34%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
707Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$759 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$474 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$451 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio