Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 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 34,761 shares of DFAS stock, worth $2.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
34,761
Previous 18,845
84.46%
Holding current value
$2.08 Million
Previous $1.22 Million
85.11%
% of portfolio
0.03%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares 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