Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 16,038 shares of DFAS stock, worth $957,628. This represents 0.95% of its overall portfolio holdings.
Number of Shares
16,038
Previous 16,038
-0.0%
Holding current value
$957,628
Previous $1.04 Million
8.33%
% of portfolio
0.95%
Previous 1.01%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
785Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio