Divergent Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Divergent Planning, LLC
- $268 Million
- Q3 2024
A detailed history of Divergent Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Divergent Planning, LLC holds 158,668 shares of DFAS stock, worth $10.4 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
158,668
Previous 151,897
4.46%
Holding current value
$10.4 Million
Previous $9.13 Million
12.78%
% of portfolio
3.84%
Previous 3.71%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$732 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$457 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$435 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$321 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio