Jacobi Capital Management LLC Dimensional ETF Tr U S Small C Transaction History
Jacobi Capital Management LLC
- $1.59 Billion
- Q3 2025
A detailed history of Jacobi Capital Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Jacobi Capital Management LLC holds 42,243 shares of DFAS stock, worth $2.84 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
42,243
Previous 38,570
9.52%
Holding current value
$2.84 Million
Previous $2.46 Million
17.66%
% of portfolio
0.18%
Previous 0.17%
Shares
11 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