My Personal Cfo, LLC Dimensional ETF Tr U S Small C Transaction History
My Personal Cfo, LLC
- $175 Million
- Q2 2024
A detailed history of My Personal Cfo, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, My Personal Cfo, LLC holds 4,709 shares of DFAS stock, worth $293,888. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,709
Previous 4,709
-0.0%
Holding current value
$293,888
Previous $293,000
3.75%
% of portfolio
0.16%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$708 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$435 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$419 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$277 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$170 Million1.82% of portfolio