Novak & Powell Financial Services, Inc. Dimensional ETF Tr U S Small C Transaction History
Novak & Powell Financial Services, Inc.
- $161 Billion
- Q1 2025
A detailed history of Novak & Powell Financial Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 3,696 shares of DFAS stock, worth $238,798. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,696
Previous 3,277
12.79%
Holding current value
$238,798
Previous $213 Million
3.53%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio