Marshall & Sterling Wealth Advisors Inc. Dimensional ETF Tr U S Small C Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 780 shares of DFAS stock, worth $50,395. This represents 0.03% of its overall portfolio holdings.

Number of Shares
780
Previous 781 0.13%
Holding current value
$50,395
Previous $50.8 Million 8.19%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$58.81 - $68.2 $58 - $68
-1 Reduced 0.13%
780 $46.6 Million
Q4 2024

Feb 14, 2025
BUY
$63.58 - $71.15 $49,655 - $55,568
781 New
781 $50.8 Million

Others Institutions Holding DFAS

# of Institutions
835
Shares Held
133M
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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