Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History
Safeguard Investment Advisory Group, LLC
- $401 Million
- Q3 2025
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 3,491 shares of DFAS stock, worth $234,420. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,491
Previous 5,015
30.39%
Holding current value
$234,420
Previous $319,000
25.39%
% of portfolio
0.06%
Previous 0.08%
Shares
18 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio