Meriwether Wealth & Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Meriwether Wealth & Planning, LLC

  • $160 Billion
  • Q2 2025

A detailed history of Meriwether Wealth & Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 76,882 shares of DFAS stock, worth $5.07 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
76,882
Previous 109,575 29.84%
Holding current value
$5.07 Million
Previous $6.55 Billion 25.19%
% of portfolio
3.07%
Previous 4.27%

Shares

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

Jul 11, 2025
SELL
$52.31 - $63.72 $1.71 Million - $2.08 Million
-32,693 Reduced 29.84%
76,882 $4.9 Billion
Q1 2025

Apr 21, 2025
BUY
$58.81 - $68.2 $1.08 Million - $1.25 Million
18,303 Added 20.05%
109,575 $6.55 Billion
Q4 2024

Feb 07, 2025
BUY
$63.58 - $71.15 $5.8 Million - $6.49 Million
91,272 New
91,272 $5.94 Billion

Others Institutions Holding DFAS

# of Institutions
826
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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