Pds Planning, Inc Dimensional ETF Tr U S Small C Transaction History
Pds Planning, Inc
- $1.1 Billion
- Q3 2024
A detailed history of Pds Planning, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Pds Planning, Inc holds 3,512 shares of DFAS stock, worth $227,858. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,512
Previous 3,503
0.26%
Holding current value
$227,858
Previous $210,000
8.1%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$727 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$454 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$432 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$319 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$177 Million1.82% of portfolio