Us Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Us Financial Advisors, LLC
- $324 Million
- Q4 2024
A detailed history of Us Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Us Financial Advisors, LLC holds 108,981 shares of DFAS stock, worth $6.66 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
108,981
Previous 105,982
2.83%
Holding current value
$6.66 Million
Previous $6.87 Million
3.19%
% of portfolio
2.19%
Previous 2.15%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$810 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$460 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio