Wick Capital Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Wick Capital Partners, LLC
- $316 Million
- Q4 2024
A detailed history of Wick Capital Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wick Capital Partners, LLC holds 5,029 shares of DFAS stock, worth $322,710. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,029
Previous 4,153
21.09%
Holding current value
$322,710
Previous $270,000
21.11%
% of portfolio
0.1%
Previous 0.04%
Shares
2 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