Regal Wealth Group, Inc. Dimensional ETF Tr U S Small C Transaction History
Regal Wealth Group, Inc.
- $143 Million
- Q4 2023
A detailed history of Regal Wealth Group, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 142,852 shares of DFAS stock, worth $9.28 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
142,852
Previous 137,973
3.54%
Holding current value
$9.28 Million
Previous $7.24 Million
17.59%
% of portfolio
5.96%
Previous 5.75%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
668Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$728 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$453 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$433 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$289 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$177 Million1.82% of portfolio