Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History

Discipline Wealth Solutions, LLC

$198 Million
Q1 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 62,205 shares of DFAS stock, worth $3.59 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

62,205

Previous 67,592 7.97%

Holding current value

$3.59 Million

Previous $4.4 Million 15.51%

% of portfolio

1.87%

Previous 2.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$58.81 - $68.2 $316,809 - $367,393	-5,387 Reduced 7.97%	62,205 $3.72 Million
Q4 2024 Feb 26, 2025	BUY	$63.58 - $71.15 $500,819 - $560,448	7,877 Added 13.19%	67,592 $4.4 Million
Q3 2024 Nov 19, 2024	BUY	$59.25 - $65.33 $473,822 - $522,444	7,997 Added 15.46%	59,715 $3.87 Million
Q2 2024 Aug 07, 2024	BUY	$57.42 - $62.37 $482,729 - $524,344	8,407 Added 19.41%	51,718 $3.11 Million
Q1 2024 May 03, 2024	BUY	$56.66 - $62.34 $240,295 - $264,383	4,241 Added 10.85%	43,311 $2.7 Million
Q4 2023 Feb 09, 2024	BUY	$48.83 - $60.51 $1.91 Million - $2.36 Million	39,070 New	39,070 $2.33 Million

Others Institutions Holding DFAS

# of Institutions

797

Shares Held

119M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History