Jacobi Capital Management LLC Dimensional ETF Tr U S Small C Transaction History
Jacobi Capital Management LLC
- $1.3 Billion
- Q4 2024
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 19,683 shares of DFAS stock, worth $1.18 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
19,683
Previous 16,050
22.64%
Holding current value
$1.18 Million
Previous $1.04 Million
22.96%
% of portfolio
0.1%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$796 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$452 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$393 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$311 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$164 Million1.82% of portfolio