M Financial Asset Management, Inc. Dimensional ETF Tr U S Small C Transaction History
M Financial Asset Management, Inc.
- $35.9 Million
- Q1 2024
A detailed history of M Financial Asset Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, M Financial Asset Management, Inc. holds 79,777 shares of DFAS stock, worth $4.77 Million. This represents 13.84% of its overall portfolio holdings.
Number of Shares
79,777
Previous 80,019
0.3%
Holding current value
$4.77 Million
Previous $4.77 Million
4.26%
% of portfolio
13.84%
Previous 15.06%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio