Berger Financial Group, Inc Dimensional ETF Tr U S Small C Transaction History

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

A detailed history of Berger Financial Group, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Berger Financial Group, Inc holds 25,543 shares of DFAS stock, worth $1.59 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

25,543

Previous 21,918 16.54%

Holding current value

$1.59 Million

Previous $1.43 Million 7.01%

% of portfolio

0.13%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$58.81 - $68.2 $213,186 - $247,225	3,625 Added 16.54%	25,543 $1.53 Million
Q4 2024 Feb 14, 2025	BUY	$63.58 - $71.15 $1.02 Million - $1.14 Million	15,968 Added 268.37%	21,918 $1.43 Million
Q3 2024 Nov 12, 2024	SELL	$59.25 - $65.33 $4,325 - $4,769	-73 Reduced 1.21%	5,950 $385,000
Q2 2024 Aug 14, 2024	BUY	$57.42 - $62.37 $52,998 - $57,567	923 Added 18.1%	6,023 $361,000
Q1 2024 Apr 16, 2024	BUY	$56.66 - $62.34 $288,966 - $317,934	5,100 New	5,100 $317,000

Others Institutions Holding DFAS

# of Institutions

820

Shares Held

126M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Berger Financial Group, Inc Dimensional ETF Tr U S Small C Transaction History