Mendota Financial Group, LLC Dimensional ETF Tr U S Small C Transaction History
Mendota Financial Group, LLC
- $154 Billion
- Q4 2024
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 190,388 shares of DFAS stock, worth $12.1 Million. This represents 8.03% of its overall portfolio holdings.
Number of Shares
190,388
Previous 221,795
14.16%
Holding current value
$12.1 Million
Previous $14.4 Billion
13.87%
% of portfolio
8.03%
Previous 6.87%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$845 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$480 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$417 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio