Summit Trail Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Trail Advisors, LLC
- $2.68 Billion
- Q4 2024
A detailed history of Summit Trail Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 15,085 shares of DFAS stock, worth $922,447. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,085
Previous 15,085
-0.0%
Holding current value
$922,447
Previous $978,000
0.31%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$810 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$460 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio