Trademark Financial Management, LLC Dimensional ETF Tr U S Small C Transaction History

Trademark Financial Management, LLC

$123 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$48.83 - $60.51 $574,826 - $712,323	11,772 New	11,772 $702 Million

Others Institutions Holding DFAS

# of Institutions

662

Shares Held

105M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.3M
Shares

$726 Million
0.73% of portfolio
Northern Trust Corp Chicago, IL

6.97M
Shares

$446 Million
0.07% of portfolio
Index Fund Advisors, Inc.

6.72M
Shares

$430 Million
23.41% of portfolio
Bank Of America Corp Charlotte, NC

4.45M
Shares

$285 Million
0.02% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$174 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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