Wingate Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 10,642 shares of DFAS stock, worth $694,603. This represents 0.6% of its overall portfolio holdings.

Number of Shares
10,642
Previous 7,408 43.66%
Holding current value
$694,603
Previous $443 Million 53.17%
% of portfolio
0.6%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$52.31 - $63.72 $169,170 - $206,070
3,234 Added 43.66%
10,642 $678 Million
Q1 2025

Apr 23, 2025
SELL
$58.81 - $68.2 $9,703 - $11,253
-165 Reduced 2.18%
7,408 $443 Million
Q4 2024

Jan 28, 2025
BUY
$63.58 - $71.15 $481,491 - $538,818
7,573 New
7,573 $493 Million

Others Institutions Holding DFAS

# of Institutions
828
Shares Held
128M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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