Ruggaard & Associates LLC Dimensional ETF Tr U S Small C Transaction History
Ruggaard & Associates LLC
- $230 Billion
- Q3 2024
A detailed history of Ruggaard & Associates LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ruggaard & Associates LLC holds 108,886 shares of DFAS stock, worth $7.19 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
108,886
Previous 104,704
3.99%
Holding current value
$7.19 Million
Previous $6.29 Billion
12.27%
% of portfolio
3.07%
Previous 2.91%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
742Shares Held
113MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$740 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$462 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$432 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$324 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio