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 $22,652. This represents 0.01% of its overall portfolio holdings.
Number of Shares
350Holding current value
$22,652% of portfolio
0.01%Shares
1 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
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Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
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Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
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Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio