Mendota Financial Group, LLC Dimensional ETF Tr U S Small C Transaction History
Mendota Financial Group, LLC
- $92.2 Billion
- Q1 2025
A detailed history of Mendota Financial Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mendota Financial Group, LLC holds 137,919 shares of DFAS stock, worth $7.96 Million. This represents 8.94% of its overall portfolio holdings.
Number of Shares
137,919
Previous 190,388
27.56%
Holding current value
$7.96 Million
Previous $12.4 Billion
33.49%
% of portfolio
8.94%
Previous 8.03%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
795Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$764 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$434 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$378 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$298 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$157 Million1.82% of portfolio