Bordeaux Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 108,969 shares of DFAS stock, worth $6.51 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
108,969
Previous 111,363 2.15%
Holding current value
$6.51 Million
Previous $6.64 Million 2.32%
% of portfolio
2.25%
Previous 2.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$56.66 - $62.34 $135,644 - $149,241
-2,394 Reduced 2.15%
108,969 $6.79 Million
Q4 2023

Feb 06, 2024
SELL
$48.83 - $60.51 $132,719 - $164,466
-2,718 Reduced 2.38%
111,363 $6.64 Million
Q3 2023

Oct 27, 2023
SELL
$51.84 - $57.67 $38,931 - $43,310
-751 Reduced 0.65%
114,081 $5.99 Million
Q2 2023

Aug 09, 2023
BUY
$49.85 - $54.8 $19,890 - $21,865
399 Added 0.35%
114,832 $6.29 Million
Q1 2023

May 04, 2023
SELL
$50.35 - $57.8 $573,788 - $658,688
-11,396 Reduced 9.06%
114,433 $6.03 Million
Q4 2022

Feb 13, 2023
BUY
$50.26 - $54.73 $1,608 - $1,751
32 Added 0.03%
125,829 $6.44 Million
Q3 2022

Nov 04, 2022
SELL
$47.01 - $55.84 $20,167 - $23,955
-429 Reduced 0.34%
125,797 $5.85 Million
Q2 2022

Jul 28, 2022
SELL
$46.65 - $56.4 $25,284 - $30,568
-542 Reduced 0.43%
126,226 $6.06 Million
Q1 2022

May 03, 2022
BUY
$53.45 - $60.82 $962 - $1,094
18 Added 0.01%
126,768 $7.11 Million
Q4 2021

Jan 27, 2022
SELL
$56.67 - $63.93 $228,040 - $257,254
-4,024 Reduced 3.08%
126,750 $7.6 Million
Q3 2021

Nov 08, 2021
SELL
$54.69 - $59.43 $1.26 Million - $1.37 Million
-23,117 Reduced 15.02%
130,774 $7.52 Million
Q2 2021

Jul 30, 2021
BUY
$56.37 - $58.95 $8.67 Million - $9.07 Million
153,891 New
153,891 $8.99 Million

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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