A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 8,043 shares of DFAS stock, worth $525,127. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,043
Previous 7,866 2.25%
Holding current value
$525,127
Previous $473 Million 10.38%
% of portfolio
0.18%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$59.25 - $65.33 $10,487 - $11,563
177 Added 2.25%
8,043 $522 Million
Q2 2024

Jul 24, 2024

SELL
$57.42 - $62.37 $516 - $561
-9 Reduced 0.11%
7,866 $473 Million
Q1 2024

Apr 30, 2024

BUY
$56.66 - $62.34 $283 - $311
5 Added 0.06%
7,875 $491 Million
Q4 2023

Jan 22, 2024

BUY
$48.83 - $60.51 $9,619 - $11,920
197 Added 2.57%
7,870 $469 Million
Q3 2023

Oct 31, 2023

BUY
$51.84 - $57.67 $466 - $519
9 Added 0.12%
7,673 $403 Million
Q2 2023

Jul 26, 2023

BUY
$49.85 - $54.8 $149 - $164
3 Added 0.04%
7,664 $420 Million
Q1 2023

Apr 25, 2023

BUY
$50.35 - $57.8 $302 - $346
6 Added 0.08%
7,661 $404 Million
Q4 2022

Feb 01, 2023

BUY
$47.77 - $54.73 $365,679 - $418,958
7,655 New
7,655 $392 Million

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 Allegiance Financial Group Advisory Services LLC Portfolio

Follow Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allegiance Financial Group Advisory Services LLC with notifications on news.