Signature Wealth Management Group Dimensional ETF Tr U S Small C Transaction History
Signature Wealth Management Group
- $236 Million
- Q4 2024
A detailed history of Signature Wealth Management Group transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Signature Wealth Management Group holds 6,232 shares of DFAS stock, worth $374,730. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,232
Previous 3,327
87.32%
Holding current value
$374,730
Previous $215,000
88.37%
% of portfolio
0.17%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$796 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$452 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$393 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$311 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$164 Million1.82% of portfolio