Beacon Financial Advisory LLC Dimensional ETF Tr U S Small C Transaction History

Beacon Financial Advisory LLC

$280 Million
Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 10,299 shares of DFAS stock, worth $631,122. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,299

Previous 9,613 7.14%

Holding current value

$631,122

Previous $623,000 7.54%

% of portfolio

0.24%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$63.58 - $71.15 $43,615 - $48,808	686 Added 7.14%	10,299 $670,000
Q3 2024 Oct 30, 2024	BUY	$59.25 - $65.33 $32,232 - $35,539	544 Added 6.0%	9,613 $623,000
Q2 2024 Jul 26, 2024	BUY	$57.42 - $62.37 $64,712 - $70,290	1,127 Added 14.19%	9,069 $544,000
Q1 2024 May 01, 2024	BUY	$56.66 - $62.34 $5,496 - $6,046	97 Added 1.24%	7,942 $495,000
Q4 2023 Jan 23, 2024	BUY	$48.83 - $60.51 $585 - $726	12 Added 0.15%	7,845 $467,000
Q3 2023 Oct 25, 2023	BUY	$51.84 - $57.67 $10,679 - $11,880	206 Added 2.7%	7,833 $411,000
Q2 2023 Jul 17, 2023	BUY	$49.85 - $54.8 $25,872 - $28,441	519 Added 7.3%	7,627 $417,000
Q1 2023 Apr 18, 2023	BUY	$50.35 - $57.8 $136,599 - $156,811	2,713 Added 61.73%	7,108 $374,000
Q4 2022 Jan 20, 2023	BUY	$47.77 - $54.73 $209,949 - $240,538	4,395 New	4,395 $0

Others Institutions Holding DFAS

# of Institutions

782

Shares Held

119M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Beacon Financial Advisory LLC Dimensional ETF Tr U S Small C Transaction History