Compass Planning Associates Inc Dimensional ETF Tr U S Small C Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Compass Planning Associates Inc holds 1,747 shares of DFAS stock, worth $117,538. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,747Holding current value
$117,538% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
716Shares Held
111MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
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Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.54MShares$440 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio