Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,402,548 shares of DFAS stock, worth $144 Million. This represents 13.84% of its overall portfolio holdings.
Number of Shares
2,402,548
Previous 2,353,208
2.1%
Holding current value
$144 Million
Previous $153 Million
2.44%
% of portfolio
13.84%
Previous 13.61%
Shares
15 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