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

Evoke Wealth, LLC

$3.68 Trillion
Q3 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 $626,550. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,952

Previous 7,017 27.58%

Holding current value

$626,550

Previous $422 Million 37.73%

% of portfolio

0.02%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

687

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

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.

Account