Summit Trail Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
A detailed history of Summit Trail Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 15,589 shares of DFAS stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,589
Previous 15,589
-0.0%
Holding current value
$1.05 Million
Previous $993,000
7.45%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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