Colony Group LLC Dimensional ETF Tr U S Small C Transaction History

Colony Group LLC

$6.66 Billion
Q3 2023

A detailed history of Colony Group LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Colony Group LLC holds 3,864 shares of DFAS stock, worth $265,456. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,864

Holding current value

$265,456

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$51.84 - $57.67 $200,309 - $222,836	3,864 New	3,864 $203,000

Others Institutions Holding DFAS

# of Institutions

848

Shares Held

134M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

20.2M
Shares

$1.39 Billion
1.11% of portfolio
Northern Trust Corp Chicago, IL

7.85M
Shares

$539 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.22M
Shares

$427 Million
0.03% of portfolio
Index Fund Advisors, Inc.

5.83M
Shares

$400 Million
21.68% of portfolio
Pure Financial Advisors, LLC

2.95M
Shares

$202 Million
3.33% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colony Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colony Group LLC with notifications on news.

Account