Peterson Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Peterson Wealth Advisors, LLC
- $603 Million
- Q4 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 6,924 shares of DFAS stock, worth $464,946. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,924
Previous 4,734
46.26%
Holding current value
$464,946
Previous $324,000
43.21%
% of portfolio
0.08%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares 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