Birchcreek Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Birchcreek Wealth Management, LLC

$159 Million
Q4 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 43,398 shares of DFAS stock, worth $2.65 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

43,398

Previous 30,686 41.43%

Holding current value

$2.65 Million

Previous $1.99 Million 41.91%

% of portfolio

1.78%

Previous 1.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$63.58 - $71.15 $808,228 - $904,458	12,712 Added 41.43%	43,398 $2.82 Million
Q3 2024 Nov 06, 2024	BUY	$59.25 - $65.33 $1.52 Million - $1.67 Million	25,627 Added 506.56%	30,686 $1.99 Million
Q2 2024 Aug 02, 2024	SELL	$57.42 - $62.37 $355,716 - $386,382	-6,195 Reduced 55.05%	5,059 $303,000
Q1 2024 Apr 29, 2024	SELL	$56.66 - $62.34 $6,969 - $7,667	-123 Reduced 1.08%	11,254 $701,000
Q4 2023 Feb 05, 2024	SELL	$48.83 - $60.51 $21,729 - $26,926	-445 Reduced 3.76%	11,377 $678,000
Q3 2023 Oct 23, 2023	BUY	$51.84 - $57.67 $311,610 - $346,654	6,011 Added 103.44%	11,822 $620,000
Q2 2023 Jul 20, 2023	BUY	$49.85 - $54.8 $289,678 - $318,442	5,811 New	5,811 $318,000

Others Institutions Holding DFAS

# of Institutions

781

Shares Held

119M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Birchcreek Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History