Cyndeo Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,632 shares of DFAS stock, worth $362,644. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,632
Previous 5,615 0.3%
Holding current value
$362,644
Previous $364,000 0.55%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$63.58 - $71.15 $1,080 - $1,209
17 Added 0.3%
5,632 $366,000
Q3 2024

Oct 18, 2024
BUY
$59.25 - $65.33 $332,688 - $366,827
5,615 New
5,615 $364,000

Others Institutions Holding DFAS

# of Institutions
774
Shares Held
118M
Call Options Held
0
Put Options Held
200
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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