Compass Planning Associates Inc Dimensional ETF Tr U S Small C Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
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 1,751 shares of DFAS stock, worth $108,702. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,751
Previous 1,747
0.23%
Holding current value
$108,702
Previous $114 Million
7.99%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
821Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio