Leonard Rickey Investment Advisors P.L.L.C. Dimensional ETF Tr U S Small C Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $523 Million
- Q3 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 5,200 shares of DFAS stock, worth $357,240. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,200
Previous 5,200
-0.0%
Holding current value
$357,240
Previous $331,000
7.25%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
850Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio