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 $364,995. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,121Holding current value
$364,995% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$790 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
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Index Fund Advisors, Inc.6.54MShares$390 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC5.17MShares$308 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$162 Million1.82% of portfolio