Bell Rock Capital LLC Dimensional ETF Tr U S Small C Transaction History

Bell Rock Capital LLC

$81 Million
Q3 2022

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$46.65 - $56.4 $779,614 - $942,556	16,712 New	16,712 $802,000

Others Institutions Holding DFAS

# of Institutions

662

Shares Held

105M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.3M
Shares

$726 Million
0.73% of portfolio
Northern Trust Corp Chicago, IL

6.97M
Shares

$446 Million
0.07% of portfolio
Index Fund Advisors, Inc.

6.72M
Shares

$430 Million
23.41% of portfolio
Bank Of America Corp Charlotte, NC

4.45M
Shares

$285 Million
0.02% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$174 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Rock Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bell Rock Capital LLC with notifications on news.