Altiora Financial Group, LLC Dimensional ETF Tr U S Small C Transaction History
Altiora Financial Group, LLC
- $368 Billion
- Q1 2024
A detailed history of Altiora Financial Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Altiora Financial Group, LLC holds 71,986 shares of DFAS stock, worth $4.32 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
71,986
Previous 68,723
4.75%
Holding current value
$4.32 Million
Previous $4.1 Billion
9.53%
% of portfolio
1.22%
Previous 1.19%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$644 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$408 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$369 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$255 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$164 Million1.93% of portfolio