Naples Global Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Naples Global Advisors, LLC
- $964 Million
- Q1 2024
A detailed history of Naples Global Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Naples Global Advisors, LLC holds 15,675 shares of DFAS stock, worth $937,051. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,675
Previous 13,946
12.4%
Holding current value
$937,051
Previous $831,000
17.57%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio