M Holdings Securities, Inc. Dimensional ETF Tr U S Small C Transaction History
M Holdings Securities, Inc.
- $620 Million
- Q4 2024
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
775Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$850 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$483 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$420 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio