Capital Performance Advisors LLP Dimensional ETF Tr U S Small C Call Options Transaction History

Capital Performance Advisors LLP

$325 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$732 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$457 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$435 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$321 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$178 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 Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.