Stordahl Capital Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Stordahl Capital Management, Inc.
- $399 Million
- Q1 2024
A detailed history of Stordahl Capital Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Stordahl Capital Management, Inc. holds 666,496 shares of DFAS stock, worth $39.8 Million. This represents 10.42% of its overall portfolio holdings.
Number of Shares
666,496
Previous 646,613
3.07%
Holding current value
$39.8 Million
Previous $38.6 Million
7.78%
% of portfolio
10.42%
Previous 10.48%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio