Perennial Investment Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Perennial Investment Advisors, LLC
- $1.15 Billion
- Q3 2025
A detailed history of Perennial Investment Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,280 shares of DFAS stock, worth $220,252. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,280
Previous 3,384
3.07%
Holding current value
$220,252
Previous $215,000
4.19%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
894Shares Held
139MCall 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.5.84MShares$392 Million19.81% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio