Asset Planning Corporation Dimensional ETF Tr U S Small C Transaction History
Asset Planning Corporation
- $152 Million
- Q3 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Asset Planning Corporation holds 5,069 shares of DFAS stock, worth $340,991. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,069
Previous 5,069
-0.0%
Holding current value
$340,991
Previous $304,000
7.89%
% of portfolio
0.22%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$448 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio