Cathy Pareto & Associates, Inc Dimensional ETF Tr U S Small C Transaction History
Cathy Pareto & Associates, Inc
- $121 Billion
- Q2 2025
A detailed history of Cathy Pareto & Associates, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 16,128 shares of DFAS stock, worth $1.04 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
16,128
Previous 16,242
0.7%
Holding current value
$1.04 Million
Previous $970 Million
5.88%
% of portfolio
0.85%
Previous 0.86%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio