Signature Wealth Management Group Dimensional ETF Tr U S Small C Transaction History
Signature Wealth Management Group
- $244 Million
- Q1 2025
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 5,691 shares of DFAS stock, worth $316,817. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,691
Previous 6,232
8.68%
Holding current value
$316,817
Previous $405,000
16.05%
% of portfolio
0.14%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
787Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio