Steel Peak Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Steel Peak Wealth Management LLC
- $2.85 Billion
- Q3 2025
A detailed history of Steel Peak Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 4,631 shares of DFAS stock, worth $310,971. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,631
Previous 4,631
-0.0%
Holding current value
$310,971
Previous $295,000
7.46%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
873Shares 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