Clearstead Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Clearstead Advisors, LLC holds 35,967 shares of DFAS stock, worth $2.37 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,967

Previous 35,989 0.06%

Holding current value

$2.37 Million

Previous $2.34 Million 8.24%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$58.81 - $68.2 $1,293 - $1,500	-22 Reduced 0.06%	35,967 $2.15 Million
Q4 2024 Feb 10, 2025	SELL	$63.58 - $71.15 $90,283 - $101,033	-1,420 Reduced 3.8%	35,989 $2.34 Million
Q3 2024 Nov 13, 2024	SELL	$59.25 - $65.33 $11,079 - $12,216	-187 Reduced 0.5%	37,409 $2.43 Million
Q2 2024 Aug 09, 2024	BUY	$57.42 - $62.37 $2.02 Million - $2.2 Million	35,213 Added 1477.68%	37,596 $2.26 Million
Q3 2023 Nov 07, 2023	SELL	$51.84 - $57.67 $29,808 - $33,160	-575 Reduced 19.44%	2,383 $125,000
Q2 2021 Aug 12, 2021	BUY	$56.37 - $58.95 $166,742 - $174,374	2,958 New	2,958 $173,000

Others Institutions Holding DFAS

# of Institutions

826

Shares Held

128M

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

More about DFAS

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Clearstead Advisors, LLC Dimensional ETF Tr U S Small C Transaction History