A detailed history of Accredited Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 6,603 shares of DFAS stock, worth $443,391. This represents 2.61% of its overall portfolio holdings.

Number of Shares
6,603
Previous 22,130 70.16%
Holding current value
$443,391
Previous $1.41 Billion 148.57%
% of portfolio
2.61%
Previous 1.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$63.41 - $69.69 $984,567 - $1.08 Million
-15,527 Reduced 70.16%
6,603 $3.5 Billion
Q2 2025

Aug 12, 2025

BUY
$52.31 - $63.72 $13,077 - $15,930
250 Added 1.14%
22,130 $1.41 Billion
Q1 2025

May 14, 2025

BUY
$58.81 - $68.2 $70,101 - $81,294
1,192 Added 5.76%
21,880 $1.31 Billion
Q4 2024

Feb 14, 2025

BUY
$63.58 - $71.15 $1.32 Million - $1.47 Million
20,688 New
20,688 $1.35 Billion

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

Follow Accredited Wealth Management, LLC 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 Accredited Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accredited Wealth Management, LLC with notifications on news.