Fort Point Capital Partners LLC Dimensional ETF Tr U S Small C Transaction History
Fort Point Capital Partners LLC
- $749 Million
- Q1 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 $420,560. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,589
7.76%
Holding current value
$420,560
Previous $452,000
3.54%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$644 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$408 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$369 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$255 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$164 Million1.93% of portfolio