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

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,664 shares of DFAS stock, worth $180,113. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,664

Previous 2,595 2.66%

Holding current value

$180,113

Previous $165,000 10.3%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$63.41 - $69.69 $4,375 - $4,808	69 Added 2.66%	2,664 $182,000
Q2 2025 Aug 06, 2025	BUY	$52.31 - $63.72 $40,331 - $49,128	771 Added 42.27%	2,595 $165,000
Q1 2025 May 06, 2025	BUY	$58.81 - $68.2 $31,992 - $37,100	544 Added 42.5%	1,824 $108,000
Q4 2024 Feb 13, 2025	BUY	$63.58 - $71.15 $81,382 - $91,072	1,280 New	1,280 $83,000
Q2 2023 Jul 10, 2023	BUY	$49.85 - $54.8 $711,558 - $782,215	14,274 New	14,274 $782,000
Q2 2022 Aug 03, 2022	BUY	$46.65 - $56.4 $230,497 - $278,672	4,941 New	4,941 $237,000
Q1 2022 Apr 18, 2022	SELL	$53.45 - $60.82 $228,231 - $259,701	-4,270 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$56.67 - $63.93 $241,980 - $272,981	4,270 New	4,270 $256,000

Others Institutions Holding DFAS

# of Institutions

866

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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