Pds Planning, Inc Dimensional ETF Tr U S Small C Transaction History
Pds Planning, Inc
- $1.32 Billion
- Q2 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 3,539 shares of DFAS stock, worth $244,544. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,539
Previous 3,529
0.28%
Holding current value
$244,544
Previous $210,000
7.14%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
843Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio