Garrett Investment Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Garrett Investment Advisors LLC
- $748 Million
- Q1 2024
A detailed history of Garrett Investment Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 185,815 shares of DFAS stock, worth $11.1 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
185,815
Previous 241,656
23.11%
Holding current value
$11.1 Million
Previous $14.4 Million
19.6%
% of portfolio
1.55%
Previous 2.0%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio