Clearstead Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Clearstead Advisors, LLC holds 35,989 shares of DFAS stock, worth $2.18 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,989
Previous 37,409
3.8%
Holding current value
$2.18 Million
Previous $2.43 Million
3.46%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$801 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$455 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$396 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$313 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$165 Million1.82% of portfolio