Cyndeo Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,140 shares of DFAS stock, worth $412,301. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,140

Previous 5,243 17.11%

Holding current value

$412,301

Previous $358,000 15.08%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$66.04 - $69.67 $59,237 - $62,493	897 Added 17.11%	6,140 $412,000
Q3 2025 Oct 10, 2025	BUY	$63.41 - $69.69 $887 - $975	14 Added 0.27%	5,243 $358,000
Q2 2025 Jul 24, 2025	BUY	$52.31 - $63.72 $5,701 - $6,945	109 Added 2.13%	5,229 $333,000
Q1 2025 Apr 17, 2025	SELL	$58.81 - $68.2 $30,110 - $34,918	-512 Reduced 9.09%	5,120 $305,000
Q4 2024 Jan 21, 2025	BUY	$63.58 - $71.15 $1,080 - $1,209	17 Added 0.3%	5,632 $366,000

Q3 2024 Oct 18, 2024	BUY	$59.25 - $65.33 $332,688 - $366,827	5,615 New	5,615 $364,000

Others Institutions Holding DFAS

# of Institutions

869

Shares Held

137M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Cyndeo Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History