Lee Financial CO Dimensional ETF Tr U S Small C Transaction History

Lee Financial CO

$706 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$50.35 - $57.8 $40,531 - $46,529	805 Added 248.46%	1,129 $59,000
Q4 2022 Feb 09, 2023	BUY	$47.77 - $54.73 $15,477 - $17,732	324 New	324 $16,000

Others Institutions Holding DFAS

# of Institutions

713

Shares Held

110M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$754 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$471 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$440 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$331 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$183 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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