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

Exencial Wealth Advisors, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 15,648 shares of DFAS stock, worth $1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,648
Previous 16,517 5.26%
Holding current value
$1 Million
Previous $1.03 Million 8.65%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$57.42 - $62.37 $49,897 - $54,199
-869 Reduced 5.26%
15,648 $940,000
Q1 2024

May 10, 2024
BUY
$56.66 - $62.34 $47,367 - $52,116
836 Added 5.33%
16,517 $1.03 Million
Q4 2023

Feb 13, 2024
BUY
$48.83 - $60.51 $20,752 - $25,716
425 Added 2.79%
15,681 $934,000
Q3 2023

Nov 08, 2023
SELL
$51.84 - $57.67 $289,733 - $322,317
-5,589 Reduced 26.81%
15,256 $800,000
Q2 2023

Aug 10, 2023
BUY
$49.85 - $54.8 $1.04 Million - $1.14 Million
20,845 New
20,845 $1.14 Million

Others Institutions Holding DFAS

# of Institutions
662
Shares Held
105M
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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