Financial Consulate, Inc Dimensional ETF Tr U S Small C Transaction History
Financial Consulate, Inc
- $678 Million
- Q3 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 416,923 shares of DFAS stock, worth $28 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
416,923
Previous 397,666
4.84%
Holding current value
$28 Million
Previous $25.3 Million
12.66%
% of portfolio
4.21%
Previous 5.21%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares 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