Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,121 shares of DFAS stock, worth $404,230. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,121Holding current value
$404,230% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
758Shares Held
114MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$740 Million0.72% of portfolio
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Northern Trust Corp Chicago, IL7MShares$462 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.54MShares$432 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$324 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio