Lauterbach Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Lauterbach Financial Advisors, LLC
- $145 Million
- Q1 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 23,778 shares of DFAS stock, worth $1.41 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
23,778
Previous 30,778
22.74%
Holding current value
$1.41 Million
Previous $1.83 Million
19.19%
% of portfolio
1.02%
Previous 1.34%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
637Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$636 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$403 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$365 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$252 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio