Walter & Keenan Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Walter & Keenan Wealth Management LLC
- $355 Million
- Q3 2025
A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 33,439 shares of DFAS stock, worth $2.25 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
33,439
Previous 34,981
4.41%
Holding current value
$2.25 Million
Previous $2.23 Million
2.74%
% of portfolio
0.64%
Previous 0.66%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares 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