New Square Capital LLC Dimensional ETF Tr U S Small C Transaction History

New Square Capital LLC

$1.22 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$53.45 - $60.82 $42,332 - $48,169	-792 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$56.67 - $63.93 $44,882 - $50,632	792 New	792 $48,000

Others Institutions Holding DFAS

# of Institutions

819

Shares Held

126M

Call Options Held

0

Put Options Held

100

Creative Planning Overland Park, KS

16.8M
Shares

$1.02 Billion
0.95% of portfolio
Northern Trust Corp Chicago, IL

7.97M
Shares

$486 Million
0.07% of portfolio
Index Fund Advisors, Inc.

5.85M
Shares

$356 Million
22.41% of portfolio
Bank Of America Corp Charlotte, NC

5.38M
Shares

$328 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$166 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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