Avidian Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 27,720 shares of DFAS stock, worth $1.9 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

27,720

Previous 36,139 23.3%

Holding current value

$1.9 Million

Previous $2.16 Million 18.2%

% of portfolio

0.07%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$52.31 - $63.72 $440,397 - $536,458	-8,419 Reduced 23.3%	27,720 $1.77 Million
Q1 2025 Apr 25, 2025	BUY	$58.81 - $68.2 $19,936 - $23,119	339 Added 0.95%	36,139 $2.16 Million
Q4 2024 Jan 29, 2025	BUY	$63.58 - $71.15 $10,490 - $11,739	165 Added 0.46%	35,800 $2.33 Million
Q3 2024 Oct 30, 2024	BUY	$59.25 - $65.33 $44,141 - $48,670	745 Added 2.14%	35,635 $2.31 Million
Q2 2024 Aug 06, 2024	BUY	$57.42 - $62.37 $850,677 - $924,011	14,815 Added 73.8%	34,890 $2.1 Million
Q1 2024 May 03, 2024	BUY	$56.66 - $62.34 $1.14 Million - $1.25 Million	20,075 New	20,075 $1.25 Million

Others Institutions Holding DFAS

# of Institutions

848

Shares Held

134M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Avidian Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History