Wealth Management Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Wealth Management Partners, LLC
- $291 Million
- Q4 2025
A detailed history of Wealth Management Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealth Management Partners, LLC holds 138,025 shares of DFAS stock, worth $9.27 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
138,025
Previous 39,566
248.85%
Holding current value
$9.27 Million
Previous $2.71 Million
242.25%
% of portfolio
3.19%
Previous 0.99%
Shares
3 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