Ellenbecker Investment Group Dimensional ETF Tr U S Small C Transaction History
Ellenbecker Investment Group
- $527 Million
- Q3 2024
A detailed history of Ellenbecker Investment Group transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ellenbecker Investment Group holds 4,352 shares of DFAS stock, worth $292,759. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,352
Previous 7,325
40.59%
Holding current value
$292,759
Previous $440,000
35.91%
% of portfolio
0.05%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$448 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio