Asset Planning Corporation Dimensional ETF Tr U S Small C Transaction History
Asset Planning Corporation
- $204 Million
- Q3 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Asset Planning Corporation holds 5,069 shares of DFAS stock, worth $340,383. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,069
Previous 5,069
-0.0%
Holding current value
$340,383
Previous $322,000
7.76%
% of portfolio
0.17%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio