Cathy Pareto & Associates, Inc Dimensional ETF Tr U S Small C Transaction History
Cathy Pareto & Associates, Inc
- $113 Billion
- Q1 2025
A detailed history of Cathy Pareto & Associates, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 16,242 shares of DFAS stock, worth $969,809. This represents 0.86% of its overall portfolio holdings.
Number of Shares
16,242
Previous 16,995
4.43%
Holding current value
$969,809
Previous $1.11 Billion
12.26%
% of portfolio
0.86%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
784Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio