Pettinga Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Pettinga Financial Advisors, LLC
- $389 Million
- Q1 2024
A detailed history of Pettinga Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Pettinga Financial Advisors, LLC holds 26,431 shares of DFAS stock, worth $1.59 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
26,431
Previous 38,006
30.46%
Holding current value
$1.59 Million
Previous $2.27 Million
27.28%
% of portfolio
0.42%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$644 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$408 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$369 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$255 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$164 Million1.93% of portfolio