Esg Planning Dimensional ETF Tr U S Small C Transaction History
Esg Planning
- $175 Million
- Q2 2025
A detailed history of Esg Planning transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Esg Planning holds 72,939 shares of DFAS stock, worth $5.01 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
72,939
Previous 72,902
0.05%
Holding current value
$5.01 Million
Previous $4.36 Million
6.68%
% of portfolio
2.65%
Previous 2.93%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
848Shares Held
134MCall 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.5.83MShares$400 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio