Westmount Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Westmount Partners, LLC
- $401 Billion
- Q4 2025
A detailed history of Westmount Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Westmount Partners, LLC holds 23,906 shares of DFAS stock, worth $1.61 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
23,906
Previous 24,965
4.24%
Holding current value
$1.61 Million
Previous $1.71 Billion
2.83%
% of portfolio
0.42%
Previous 0.44%
Shares
9 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