Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr U S Small C Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 8,051 shares of DFAS stock, worth $491,835. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,051
Previous 8,043
0.1%
Holding current value
$491,835
Previous $522 Million
0.45%
% of portfolio
0.17%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
781Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 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$166 Million1.82% of portfolio