Steward Partners Investment Advisory, LLC Dimensional ETF Tr U S Small C Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,762 shares of DFAS stock, worth $194,969. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,762
Previous 75,876
96.36%
Holding current value
$194,969
Previous $4.56 Million
96.07%
% of portfolio
0.0%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
688Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$791 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$494 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$470 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$347 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$192 Million1.82% of portfolio