Safeguard Financial, LLC Dimensional ETF Tr U S Small C Transaction History

Safeguard Financial, LLC

$458 Million
Q4 2024

A detailed history of Safeguard Financial, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Safeguard Financial, LLC holds 3,626 shares of DFAS stock, worth $242,108. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,626

Holding current value

$242,108

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$63.58 - $71.15 $230,541 - $257,989	3,626 New	3,626 $235,000

Others Institutions Holding DFAS

# of Institutions

701

Shares Held

108M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$749 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$467 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$445 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$328 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$182 Million
1.82% of portfolio

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Safeguard Financial, LLC Dimensional ETF Tr U S Small C Transaction History