International Assets Investment Management, LLC Dimensional ETF Tr U S Small C Transaction History

International Assets Investment Management, LLC

$957 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$48.83 - $60.51 $1.7 Million - $2.1 Million	34,758 New	34,758 $583,000
Q4 2022 Jan 30, 2023	BUY	$50.26 - $54.73 $1.21 Million - $1.31 Million	23,993 New	23,993 $1.23 Million

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

10.7M
Shares

$641 Million
0.74% of portfolio
Index Fund Advisors, Inc.

6.8M
Shares

$406 Million
23.9% of portfolio
Northern Trust Corp Chicago, IL

6.15M
Shares

$367 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.25M
Shares

$254 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.73M
Shares

$163 Million
1.93% of portfolio

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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