Wall Street Access Asset Management, LLC Dimensional ETF Tr U S Small C Transaction History
Wall Street Access Asset Management, LLC
- $263 Million
- Q4 2024
A detailed history of Wall Street Access Asset Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 48,783 shares of DFAS stock, worth $2.91 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
48,783
Previous 48,285
1.03%
Holding current value
$2.91 Million
Previous $3.13 Million
1.37%
% of portfolio
1.21%
Previous 1.2%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$790 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$390 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$308 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$162 Million1.82% of portfolio