Wealthstream Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 40,128 shares of DFAS stock, worth $2.58 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
40,128
Previous 40,238
0.27%
Holding current value
$2.58 Million
Previous $2.61 Million
0.08%
% of portfolio
0.5%
Previous 0.52%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
775Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$850 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$483 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$420 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio