Edge Financial Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Edge Financial Advisors LLC
- $112 Billion
- Q4 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Edge Financial Advisors LLC holds 16,657 shares of DFAS stock, worth $1 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
16,657
Previous 15,545
7.15%
Holding current value
$1 Million
Previous $1.01 Billion
7.52%
% of portfolio
0.97%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$796 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$452 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$393 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$311 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$164 Million1.82% of portfolio