Fort Point Capital Partners LLC Dimensional ETF Tr U S Small C Transaction History
Fort Point Capital Partners LLC
- $803 Million
- Q3 2024
A detailed history of Fort Point Capital Partners LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 7,000 shares of DFAS stock, worth $473,690. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,000
-0.0%
Holding current value
$473,690
Previous $420,000
8.1%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
724Shares Held
112MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$759 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$474 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$443 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio