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.
- $494 Million
- Q2 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 $335,140. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,200
Previous 5,200
-0.0%
Holding current value
$335,140
Previous $310,000
6.77%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
834Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.08 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$514 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$375 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$346 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio