Esg Planning Dimensional ETF Tr U S Small C Transaction History
Esg Planning
- $205 Million
- Q3 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 88,777 shares of DFAS stock, worth $5.96 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
88,777
Previous 72,939
21.71%
Holding current value
$5.96 Million
Previous $4.65 Million
30.8%
% of portfolio
2.96%
Previous 2.65%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio