Summit Trail Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Summit Trail Advisors, LLC
- $3.97 Billion
- Q3 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 $1.03 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,085
Previous 12,122
24.44%
Holding current value
$1.03 Million
Previous $728,000
34.34%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
684Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$763 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$477 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$454 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$185 Million1.82% of portfolio