Investmark Advisory Group LLC Dimensional ETF Tr U S Small C Transaction History
Investmark Advisory Group LLC
- $214 Million
- Q3 2025
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Investmark Advisory Group LLC holds 63,815 shares of DFAS stock, worth $4.29 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
63,815
Previous 65,239
2.18%
Holding current value
$4.29 Million
Previous $4.16 Million
5.1%
% of portfolio
2.04%
Previous 2.07%
Shares
15 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