Investment Planning Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 69,100 shares of DFAS stock, worth $4.13 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
69,100
Previous 81,284 14.99%
Holding current value
$4.13 Million
Previous $5.27 Million 14.7%
% of portfolio
2.25%
Previous 2.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$63.58 - $71.15 $774,658 - $866,891
-12,184 Reduced 14.99%
69,100 $4.5 Million
Q2 2024

Jul 22, 2024
BUY
$57.42 - $62.37 $4.67 Million - $5.07 Million
81,284 New
81,284 $4.88 Billion

Others Institutions Holding DFAS

# of Institutions
784
Shares Held
119M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email