Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 84,535 shares of DFAS stock, worth $5.68 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
84,535
Previous 70,606 19.73%
Holding current value
$5.68 Million
Previous $4.5 Million 28.66%
% of portfolio
1.63%
Previous 1.83%

Shares

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

Oct 21, 2025
BUY
$63.41 - $69.69 $883,237 - $970,712
13,929 Added 19.73%
84,535 $5.79 Million
Q2 2025

Jul 07, 2025
BUY
$52.31 - $63.72 $439,456 - $535,311
8,401 Added 13.51%
70,606 $4.5 Million
Q1 2025

Apr 29, 2025
SELL
$58.81 - $68.2 $316,809 - $367,393
-5,387 Reduced 7.97%
62,205 $3.72 Million
Q4 2024

Feb 26, 2025
BUY
$63.58 - $71.15 $500,819 - $560,448
7,877 Added 13.19%
67,592 $4.4 Million
Q3 2024

Nov 19, 2024
BUY
$59.25 - $65.33 $473,822 - $522,444
7,997 Added 15.46%
59,715 $3.87 Million
Q2 2024

Aug 07, 2024
BUY
$57.42 - $62.37 $482,729 - $524,344
8,407 Added 19.41%
51,718 $3.11 Million
Q1 2024

May 03, 2024
BUY
$56.66 - $62.34 $240,295 - $264,383
4,241 Added 10.85%
43,311 $2.7 Million
Q4 2023

Feb 09, 2024
BUY
$48.83 - $60.51 $1.91 Million - $2.36 Million
39,070 New
39,070 $2.33 Million

Others Institutions Holding DFAS

# of Institutions
869
Shares Held
137M
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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