Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 18,845 shares of DFAS stock, worth $1.27 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,845
Previous 13,675
37.81%
Holding current value
$1.27 Million
Previous $821,000
48.84%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding DFAS
# of Institutions
712Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$755 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$441 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio