Planwiser Financial, LLC Dimensional ETF Tr U S Small C Call Options Transaction History

Planwiser Financial, LLC

$110 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAS

# of Institutions

819

Shares Held

126M

Call Options Held

0

Put Options Held

100

Creative Planning Overland Park, KS

16.8M
Shares

$1.02 Billion
0.95% of portfolio
Northern Trust Corp Chicago, IL

7.97M
Shares

$486 Million
0.07% of portfolio
Index Fund Advisors, Inc.

5.85M
Shares

$356 Million
22.41% of portfolio
Bank Of America Corp Charlotte, NC

5.38M
Shares

$328 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$166 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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