Ruggaard & Associates LLC Dimensional ETF Tr U S Small C Transaction History
Ruggaard & Associates LLC
- $228 Billion
- Q4 2024
A detailed history of Ruggaard & Associates LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ruggaard & Associates LLC holds 114,196 shares of DFAS stock, worth $7.22 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
114,196
Previous 108,886
4.88%
Holding current value
$7.22 Million
Previous $7.06 Billion
5.23%
% of portfolio
3.26%
Previous 3.07%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$837 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$476 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$414 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$327 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$172 Million1.82% of portfolio