Spring Vest Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 14,403 shares of DFAS stock, worth $967,161. This represents 0.73% of its overall portfolio holdings.
Number of Shares
14,403
Previous 14,435
0.22%
Holding current value
$967,161
Previous $920 Million
7.21%
% of portfolio
0.73%
Previous 0.74%
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