Investment Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History
Investment Advisory Group, LLC
- $355 Million
- Q3 2025
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Investment Advisory Group, LLC holds 51,340 shares of DFAS stock, worth $3.45 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
51,340
Previous 51,373
0.06%
Holding current value
$3.45 Million
Previous $3.27 Million
7.4%
% of portfolio
0.99%
Previous 1.02%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares 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