Dakota Wealth Management Dimensional ETF Tr U S Small C Transaction History

Dakota Wealth Management

$4.24 Billion
Q4 2024

A detailed history of Dakota Wealth Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Dakota Wealth Management holds 3,975 shares of DFAS stock, worth $269,067. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,975

Holding current value

$269,067

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$63.58 - $71.15 $252,730 - $282,821	3,975 New	3,975 $258,000

Others Institutions Holding DFAS

# of Institutions

707

Shares Held

108M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$759 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$474 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$451 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$333 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$184 Million
1.82% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Dakota Wealth Management Dimensional ETF Tr U S Small C Transaction History