Joel Isaacson & Co., LLC Dimensional ETF Tr U S Small C Transaction History
Joel Isaacson & Co., LLC
- $1.89 Billion
- Q2 2024
A detailed history of Joel Isaacson & Co., LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 7,725 shares of DFAS stock, worth $494,786. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,725
Previous 7,671
0.7%
Holding current value
$494,786
Previous $478,000
2.93%
% of portfolio
0.02%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$726 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$446 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$430 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$285 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio