Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 31,416 shares of DFAS stock, worth $2.16 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
31,416
Previous 16,381
91.78%
Holding current value
$2.16 Million
Previous $979 Million
104.49%
% of portfolio
0.04%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
851Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio