West Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
West Financial Advisors, LLC
- $591 Million
- Q4 2025
A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, West Financial Advisors, LLC holds 212,021 shares of DFAS stock, worth $14.2 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
212,021
Previous 205,245
3.3%
Holding current value
$14.2 Million
Previous $14.1 Million
1.32%
% of portfolio
2.41%
Previous 2.33%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
874Shares 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