Evanson Asset Management, LLC Dimensional ETF Tr U S Small C Transaction History
Evanson Asset Management, LLC
- $1.33 Billion
- Q1 2025
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Evanson Asset Management, LLC holds 1,075,829 shares of DFAS stock, worth $62.1 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
1,075,829
Previous 1,064,542
1.06%
Holding current value
$62.1 Million
Previous $69.3 Million
7.22%
% of portfolio
4.84%
Previous 5.04%
Shares
17 transactions
Others Institutions Holding DFAS
# of Institutions
797Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$764 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$434 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$378 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$298 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$157 Million1.82% of portfolio