Disciplined Equity Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Disciplined Equity Management, Inc.
- $143 Million
- Q1 2025
A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 282,096 shares of DFAS stock, worth $17.3 Million. This represents 11.81% of its overall portfolio holdings.
Number of Shares
282,096
Previous 280,296
0.64%
Holding current value
$17.3 Million
Previous $18.2 Million
7.66%
% of portfolio
11.81%
Previous 11.91%
Shares
14 transactions
Others Institutions Holding DFAS
# of Institutions
819Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$490 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio