Clear Perspectives Financial Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 350 shares of DFAS stock, worth $23,114. This represents 0.01% of its overall portfolio holdings.
Number of Shares
350Holding current value
$23,114% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
849Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.34 Billion1.11% of portfolio
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Northern Trust Corp Chicago, IL7.85MShares$518 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.22MShares$411 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
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Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio