Caldwell Trust CO Dimensional ETF Tr U S Small C Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Caldwell Trust CO holds 3,146 shares of DFAS stock, worth $212,701. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,146
Previous 3,146
-0.0%
Holding current value
$212,701
Previous $200 Million
7.46%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$531 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$420 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$396 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$199 Million3.33% of portfolio