Isthmus Partners, LLC Dimensional ETF Tr U S Small C Transaction History

Isthmus Partners, LLC

$800 Million
Q4 2024

A detailed history of Isthmus Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Isthmus Partners, LLC holds 3,114 shares of DFAS stock, worth $207,984. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,114

Holding current value

$207,984

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$63.58 - $71.15 $197,988 - $221,561	3,114 New	3,114 $202,000

Others Institutions Holding DFAS

# of Institutions

737

Shares Held

113M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$749 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$468 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$437 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$328 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$182 Million
1.82% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Isthmus Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Isthmus Partners, LLC with notifications on news.

Account

Isthmus Partners, LLC Dimensional ETF Tr U S Small C Transaction History