Accretive Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 6,445 shares of DFAS stock, worth $435,681. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,445
Previous 6,445 -0.0%
Holding current value
$435,681
Previous $387,000 8.01%
% of portfolio
0.18%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$48.83 - $60.51 $4,394 - $5,445
-90 Reduced 1.38%
6,445 $384,000
Q3 2023

Nov 06, 2023
SELL
$51.84 - $57.67 $4,561 - $5,074
-88 Reduced 1.33%
6,535 $343,000
Q2 2023

Aug 07, 2023
BUY
$49.85 - $54.8 $14,955 - $16,440
300 Added 4.74%
6,623 $362,000
Q4 2022

Feb 13, 2023
BUY
$47.77 - $54.73 $302,049 - $346,057
6,323 New
6,323 $323,000

Others Institutions Holding DFAS

# of Institutions
689
Shares Held
107M
Call Options Held
0
Put Options Held
0
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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