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

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 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 1,824 shares of DFAS stock, worth $113,233. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,824
Previous 1,280 42.5%
Holding current value
$113,233
Previous $83,000 30.12%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
820
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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