Carlson Capital Management Dimensional ETF Tr U S Small C Transaction History
Carlson Capital Management
- $1.26 Billion
- Q2 2024
A detailed history of Carlson Capital Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Carlson Capital Management holds 9,240 shares of DFAS stock, worth $598,012. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,240
Previous 9,306
0.71%
Holding current value
$598,012
Previous $580,000
4.31%
% of portfolio
0.04%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio