Strong Box Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Strong Box Wealth, LLC
- $228 Million
- Q4 2024
A detailed history of Strong Box Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Strong Box Wealth, LLC holds 33,921 shares of DFAS stock, worth $2.3 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
33,921
Previous 28,229
20.16%
Holding current value
$2.3 Million
Previous $1.83 Million
20.6%
% of portfolio
0.97%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
707Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$759 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$474 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$451 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio