Fort Point Capital Partners LLC Dimensional ETF Tr U S Small C Transaction History
Fort Point Capital Partners LLC
- $874 Million
- Q4 2024
A detailed history of Fort Point Capital Partners LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 7,000 shares of DFAS stock, worth $428,960. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,000
-0.0%
Holding current value
$428,960
Previous $454,000
0.22%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$812 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$461 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$401 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$317 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio