Pds Planning, Inc Dimensional ETF Tr U S Small C Transaction History
Pds Planning, Inc
- $1.17 Billion
- Q1 2025
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 3,529 shares of DFAS stock, worth $219,080. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,529
Previous 3,522
0.2%
Holding current value
$219,080
Previous $229,000
8.3%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio