Pettinga Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Pettinga Financial Advisors, LLC
- $436 Million
- Q4 2024
A detailed history of Pettinga Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Pettinga Financial Advisors, LLC holds 41,157 shares of DFAS stock, worth $2.46 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
41,157
Previous 30,091
36.78%
Holding current value
$2.46 Million
Previous $1.95 Million
37.26%
% of portfolio
0.61%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
784Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio