Perennial Investment Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Perennial Investment Advisors, LLC
- $761 Million
- Q3 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,484 shares of DFAS stock, worth $232,522. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,484
Previous 3,481
0.09%
Holding current value
$232,522
Previous $209,000
7.66%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
742Shares Held
113MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$748 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$467 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio