Investment Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History
Investment Advisory Group, LLC
- $254 Million
- Q2 2024
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Investment Advisory Group, LLC holds 51,534 shares of DFAS stock, worth $3.2 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
51,534
Previous 51,385
0.29%
Holding current value
$3.2 Million
Previous $3.2 Million
3.34%
% of portfolio
1.22%
Previous 1.34%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$704 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$433 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$417 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$276 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio