J.W. Cole Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 19,854 shares of DFAS stock, worth $1.27 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,854
Previous 21,454
7.46%
Holding current value
$1.27 Million
Previous $1.39 Million
7.12%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
775Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$850 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$483 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$420 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio