Colony Family Offices, LLC Dimensional ETF Tr U S Small C Transaction History
Colony Family Offices, LLC
- $294 Million
- Q4 2024
A detailed history of Colony Family Offices, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Colony Family Offices, LLC holds 13,094 shares of DFAS stock, worth $781,842. This represents 0.29% of its overall portfolio holdings.
Number of Shares
13,094
Previous 12,600
3.92%
Holding current value
$781,842
Previous $817,000
4.28%
% of portfolio
0.29%
Previous 0.28%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio