Stegent Equity Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Stegent Equity Advisors, Inc.
- $84.5 Million
- Q4 2024
A detailed history of Stegent Equity Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 6,830 shares of DFAS stock, worth $410,687. This represents 0.53% of its overall portfolio holdings.
Number of Shares
6,830
Previous 6,830
-0.0%
Holding current value
$410,687
Previous $442,000
0.45%
% of portfolio
0.53%
Previous 0.57%
Shares
11 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