Forum Private Client Group LLC Dimensional ETF Tr U S Small C Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q4 2024
A detailed history of Forum Private Client Group LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Forum Private Client Group LLC holds 247,744 shares of DFAS stock, worth $15.1 Million. This represents 7.18% of its overall portfolio holdings.
Number of Shares
247,744
Previous 239,620
3.39%
Holding current value
$15.1 Million
Previous $15.5 Billion
3.74%
% of portfolio
7.18%
Previous 6.9%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$810 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$460 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio