Investment Planning Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 81,284 shares of DFAS stock, worth $5.35 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
81,284
Previous 81,284
-0.0%
Holding current value
$5.35 Million
Previous $4.88 Billion
99.89%
% of portfolio
2.85%
Previous 2.49%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio