Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr U S Small C Transaction History

Carson Allaria Wealth Management, Ltd.

  • $185 Million
  • Q3 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 123,178 shares of DFAS stock, worth $8.26 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares
123,178
Previous 123,129 0.04%
Holding current value
$8.26 Million
Previous $7.84 Million 7.5%
% of portfolio
4.56%
Previous 4.37%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$63.41 - $69.69 $3,107 - $3,414
49 Added 0.04%
123,178 $8.43 Million
Q2 2025

Jul 24, 2025
BUY
$52.31 - $63.72 $424,024 - $516,514
8,106 Added 7.05%
123,129 $7.84 Million
Q1 2025

Apr 28, 2025
SELL
$58.81 - $68.2 $29,405 - $34,100
-500 Reduced 0.43%
115,023 $6.87 Million
Q4 2024

Jan 27, 2025
BUY
$63.58 - $71.15 $140,956 - $157,739
2,217 Added 1.96%
115,523 $7.52 Million
Q3 2024

Oct 21, 2024
BUY
$59.25 - $65.33 $14,931 - $16,463
252 Added 0.22%
113,306 $7.35 Million
Q2 2024

Jul 22, 2024
BUY
$57.42 - $62.37 $168,125 - $182,619
2,928 Added 2.66%
113,054 $6.79 Million
Q1 2024

May 07, 2024
BUY
$56.66 - $62.34 $4,362 - $4,800
77 Added 0.07%
110,126 $6.87 Million
Q4 2023

Feb 08, 2024
BUY
$48.83 - $60.51 $161,676 - $200,348
3,311 Added 3.1%
110,049 $6.56 Million
Q3 2023

Nov 09, 2023
BUY
$51.84 - $57.67 $64,592 - $71,856
1,246 Added 1.18%
106,738 $5.6 Million
Q2 2023

Aug 01, 2023
BUY
$49.85 - $54.8 $236,986 - $260,519
4,754 Added 4.72%
105,492 $5.78 Million
Q1 2023

Apr 26, 2023
SELL
$50.35 - $57.8 $5,236 - $6,011
-104 Reduced 0.1%
100,738 $5.31 Million
Q4 2022

Feb 06, 2023
BUY
$47.77 - $54.73 $236,557 - $271,022
4,952 Added 5.16%
100,842 $5.16 Million
Q3 2022

Nov 09, 2022
BUY
$46.47 - $55.84 $622,047 - $747,474
13,386 Added 16.22%
95,890 $4.46 Million
Q2 2022

Aug 02, 2022
SELL
$46.65 - $56.4 $379,731 - $459,096
-8,140 Reduced 8.98%
82,504 $3.96 Million
Q1 2022

May 05, 2022
BUY
$53.45 - $60.82 $662,138 - $753,438
12,388 Added 15.83%
90,644 $5.08 Million
Q4 2021

Feb 10, 2022
BUY
$56.67 - $63.93 $4.43 Million - $5 Million
78,256 New
78,256 $4.7 Million

Others Institutions Holding DFAS

# of Institutions
864
Shares Held
133M
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
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email