Allodium Investment Consultants, LLC Dimensional ETF Tr U S Small C Transaction History
Allodium Investment Consultants, LLC
- $135 Billion
- Q1 2025
A detailed history of Allodium Investment Consultants, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Allodium Investment Consultants, LLC holds 207,518 shares of DFAS stock, worth $12.7 Million. This represents 9.15% of its overall portfolio holdings.
Number of Shares
207,518
Previous 158,916
30.58%
Holding current value
$12.7 Million
Previous $10.3 Billion
19.89%
% of portfolio
9.15%
Previous 8.64%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$489 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$329 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio