Worth Pointe, LLC Dimensional ETF Tr U S Small C Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 2024
A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Worth Pointe, LLC holds 159,326 shares of DFAS stock, worth $9.74 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
159,326
Previous 161,826
1.54%
Holding current value
$9.74 Million
Previous $10.5 Million
1.22%
% of portfolio
4.29%
Previous 4.46%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$810 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$460 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio