Financial Advocates Investment Management Dimensional ETF Tr U S Small C Transaction History

Financial Advocates Investment Management

$1.72 Billion
Q1 2024

A detailed history of Financial Advocates Investment Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Financial Advocates Investment Management holds 35,145 shares of DFAS stock, worth $2.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

35,145

Previous 33,940 3.55%

Holding current value

$2.1 Million

Previous $2.02 Million 8.26%

% of portfolio

0.13%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$56.66 - $62.34 $68,275 - $75,119	1,205 Added 3.55%	35,145 $2.19 Million
Q4 2023 Feb 08, 2024	SELL	$48.83 - $60.51 $3.8 Million - $4.71 Million	-77,846 Reduced 69.64%	33,940 $2.02 Million
Q3 2023 Oct 27, 2023	SELL	$51.84 - $57.67 $531,256 - $591,002	-10,248 Reduced 8.4%	111,786 $5.87 Million
Q2 2023 Aug 07, 2023	SELL	$49.85 - $54.8 $999,093 - $1.1 Million	-20,042 Reduced 14.11%	122,034 $6.69 Million
Q1 2023 May 11, 2023	SELL	$50.35 - $57.8 $317,960 - $365,007	-6,315 Reduced 4.26%	142,076 $7.49 Million

Q4 2022 Feb 14, 2023	BUY	$50.26 - $54.73 $732,388 - $797,525	14,572 Added 10.89%	148,391 $7.59 Million
Q3 2022 Nov 14, 2022	BUY	$47.01 - $55.84 $1.06 Million - $1.26 Million	22,621 Added 20.34%	133,819 $6.23 Million
Q2 2022 Aug 12, 2022	BUY	$46.65 - $56.4 $5.19 Million - $6.27 Million	111,198 New	111,198 $5.34 Million
Q1 2022 May 11, 2022	SELL	$53.45 - $60.82 $2.47 Million - $2.82 Million	-46,295 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$56.67 - $63.93 $984,754 - $1.11 Million	17,377 Added 60.09%	46,295 $2.78 Million
Q3 2021 Nov 04, 2021	BUY	$54.69 - $59.43 $344,656 - $374,527	6,302 Added 27.87%	28,918 $1.66 Million
Q2 2021 Aug 03, 2021	BUY	$56.37 - $58.95 $1.27 Million - $1.33 Million	22,616 New	22,616 $1.32 Million

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Financial Advocates Investment Management Dimensional ETF Tr U S Small C Transaction History