Us Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Us Financial Advisors, LLC
- $320 Million
- Q3 2024
A detailed history of Us Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Us Financial Advisors, LLC holds 105,982 shares of DFAS stock, worth $6.98 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
105,982
Previous 98,072
8.07%
Holding current value
$6.98 Million
Previous $5.89 Million
16.65%
% of portfolio
2.15%
Previous 1.98%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio