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

Evoke Wealth, LLC

  • $3.59 Trillion
  • Q4 2024

A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Evoke Wealth, LLC holds 8,952 shares of DFAS stock, worth $597,904. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,952
Previous 8,952 -0.0%
Holding current value
$597,904
Previous $581 Million 0.34%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$59.25 - $65.33 $114,648 - $126,413
1,935 Added 27.58%
8,952 $581 Million
Q2 2024

Aug 13, 2024
SELL
$57.42 - $62.37 $111,107 - $120,685
-1,935 Reduced 21.62%
7,017 $422 Million
Q4 2023

Jun 10, 2024
SELL
$48.83 - $60.51 $94,486 - $117,086
-1,935 Reduced 21.62%
7,017 $418 Million
Q4 2023

Feb 12, 2024
BUY
$48.83 - $60.51 $437,126 - $541,685
8,952 New
8,952 $533,000
Q3 2021

Nov 12, 2021
SELL
$54.69 - $59.43 $94,887 - $103,111
-1,735 Reduced 47.28%
1,935 $111,000
Q2 2021

Aug 05, 2021
BUY
$56.37 - $58.95 $206,877 - $216,346
3,670 New
3,670 $214,000

Others Institutions Holding DFAS

# of Institutions
737
Shares Held
113M
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 Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC 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 Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email