Financial Consulate, Inc Dimensional ETF Tr U S Small C Transaction History
Financial Consulate, Inc
- $486 Million
- Q2 2025
A detailed history of Financial Consulate, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Financial Consulate, Inc holds 397,666 shares of DFAS stock, worth $25.7 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
397,666
Previous 354,649
12.13%
Holding current value
$25.7 Million
Previous $21.2 Million
19.56%
% of portfolio
5.21%
Previous 5.6%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio