Compass Planning Associates Inc Dimensional ETF Tr U S Small C Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Compass Planning Associates Inc holds 1,751 shares of DFAS stock, worth $101,032. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,751
Previous 1,747
0.23%
Holding current value
$101,032
Previous $114 Million
7.99%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
795Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$764 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$434 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$378 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$298 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$157 Million1.82% of portfolio