Goepper Burkhardt LLC Dimensional ETF Tr U S Small C Transaction History

Goepper Burkhardt LLC

$240 Million
Q3 2024

A detailed history of Goepper Burkhardt LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Goepper Burkhardt LLC holds 3,175 shares of DFAS stock, worth $218,376. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,175

Holding current value

$218,376

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$59.25 - $65.33 $188,118 - $207,422	3,175 New	3,175 $205,000

Others Institutions Holding DFAS

# of Institutions

687

Shares Held

107M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$771 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$481 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$458 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$338 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$187 Million
1.82% of portfolio

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Goepper Burkhardt LLC Dimensional ETF Tr U S Small C Transaction History