Ruggaard & Associates LLC Dimensional ETF Tr U S Small C Transaction History
Ruggaard & Associates LLC
- $267 Billion
- Q3 2025
A detailed history of Ruggaard & Associates LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ruggaard & Associates LLC holds 117,628 shares of DFAS stock, worth $7.9 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
117,628
Previous 116,597
0.88%
Holding current value
$7.9 Million
Previous $7.43 Billion
8.41%
% of portfolio
3.01%
Previous 2.99%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares 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