Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 16,038 shares of DFAS stock, worth $1.1 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
16,038
Previous 16,038
-0.0%
Holding current value
$1.1 Million
Previous $1.04 Million
8.33%
% of portfolio
0.95%
Previous 1.01%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
847Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.38 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$537 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$426 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$399 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$191 Million3.23% of portfolio