Summit Trail Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Trail Advisors, LLC
- $3 Billion
- Q1 2025
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 $926,822. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,085
Previous 15,085
-0.0%
Holding current value
$926,822
Previous $981,000
8.15%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
819Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$490 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio