Center For Financial Planning, Inc. Dimensional ETF Tr U S Small C Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,518 shares of DFAS stock, worth $97,334. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,518
Previous 1,518
-0.0%
Holding current value
$97,334
Previous $91,000
7.69%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
694Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$719 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$449 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$427 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$315 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio