Montag A & Associates Inc Dimensional ETF Tr U S Small C Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Montag A & Associates Inc holds 16,918 shares of DFAS stock, worth $1.02 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,918
Previous 16,918
-0.0%
Holding current value
$1.02 Million
Previous $1.1 Million
0.36%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$796 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$452 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$393 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$311 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$164 Million1.82% of portfolio