Towneley Capital Management, Inc / De Dimensional ETF Tr U S Small C Transaction History
Towneley Capital Management, Inc / De
- $407 Billion
- Q1 2024
A detailed history of Towneley Capital Management, Inc / De transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 123,639 shares of DFAS stock, worth $7.33 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
123,639
Previous 124,915
1.02%
Holding current value
$7.33 Million
Previous $7.45 Billion
3.49%
% of portfolio
1.9%
Previous 1.91%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
637Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$636 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$403 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$365 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$252 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio