J.W. Cole Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 27,333 shares of DFAS stock, worth $1.84 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
27,333
Previous 23,996
13.91%
Holding current value
$1.84 Million
Previous $1.53 Million
22.45%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio