Asset Planning Corporation Dimensional ETF Tr U S Small C Transaction History
Asset Planning Corporation
- $159 Million
- Q4 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 $339,318. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,069
Previous 5,069
-0.0%
Holding current value
$339,318
Previous $328,000
0.3%
% of portfolio
0.21%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
773Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$887 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$503 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$438 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$346 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio