Parcion Private Wealth LLC Dimensional ETF Tr U S Small C Transaction History

Parcion Private Wealth LLC

$1.12 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$46.65 - $56.4 $606 - $733	-13 Reduced 0.18%	7,246 $367,000
Q3 2021 Nov 15, 2021	BUY	$54.69 - $59.43 $396,994 - $431,402	7,259 New	7,259 $430,000

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

10.7M
Shares

$641 Million
0.74% of portfolio
Index Fund Advisors, Inc.

6.8M
Shares

$406 Million
23.9% of portfolio
Northern Trust Corp Chicago, IL

6.15M
Shares

$367 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.25M
Shares

$254 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.73M
Shares

$163 Million
1.93% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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