Colony Family Offices, LLC Dimensional ETF Tr U S Small C Transaction History
Colony Family Offices, LLC
- $296 Million
- Q3 2024
A detailed history of Colony Family Offices, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Colony Family Offices, LLC holds 12,600 shares of DFAS stock, worth $845,838. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,600
Previous 10,900
15.6%
Holding current value
$845,838
Previous $654,000
24.92%
% of portfolio
0.28%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
719Shares Held
111MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$753 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$470 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$439 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio