Joel Isaacson & Co., LLC Dimensional ETF Tr U S Small C Transaction History
Joel Isaacson & Co., LLC
- $2.17 Billion
- Q1 2025
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 7,915 shares of DFAS stock, worth $486,297. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,915
Previous 7,963
0.6%
Holding current value
$486,297
Previous $518,000
8.88%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
819Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$490 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio