Accredited Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025

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 21,880 shares of DFAS stock, worth $1.36 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
21,880
Previous 20,688 5.76%
Holding current value
$1.36 Million
Previous $1.35 Billion 2.9%
% of portfolio
1.1%
Previous 1.18%

Shares

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

# of Institutions
821
Shares Held
126M
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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