Valued Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 4,631 shares of DFAS stock, worth $306,757. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,631
Previous 1,408
228.91%
Holding current value
$306,757
Previous $84.6 Million
254.95%
% of portfolio
0.19%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$743 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$464 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$441 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$325 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio