Edge Financial Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Edge Financial Advisors LLC holds 15,545 shares of DFAS stock, worth $1.09 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
15,545
Previous 7,490
107.54%
Holding current value
$1.09 Million
Previous $472 Million
113.53%
% of portfolio
0.89%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
688Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$785 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$490 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$466 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$344 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$191 Million1.82% of portfolio