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

Beacon Financial Advisory LLC

  • $193 Million
  • Q1 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 7,942 shares of DFAS stock, worth $474,772. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,942
Previous 7,845 1.24%
Holding current value
$474,772
Previous $467,000 6.0%
% of portfolio
0.26%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$50.26 - $54.73 $220,892 - $240,538
4,395 New
4,395 $0

Others Institutions Holding DFAS

# of Institutions
636
Shares Held
101M
Call Options Held
0
Put Options Held
0
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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