Joel Isaacson & Co., LLC Dimensional ETF Tr U S Small C Transaction History
Joel Isaacson & Co., LLC
- $2.18 Billion
- Q4 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 7,963 shares of DFAS stock, worth $540,608. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,963
Previous 7,905
0.73%
Holding current value
$540,608
Previous $512,000
1.17%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding DFAS
# of Institutions
712Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$761 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$475 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$444 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$185 Million1.82% of portfolio