Financial Insights, Inc. Dimensional ETF Tr U S Small C Transaction History

Financial Insights, Inc.

$303 Million
Q3 2024

A detailed history of Financial Insights, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Financial Insights, Inc. holds 17,602 shares of DFAS stock, worth $1.24 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

17,602

Previous 18,897 6.85%

Holding current value

$1.24 Million

Previous $1.14 Million 0.53%

% of portfolio

0.38%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$59.25 - $65.33 $76,728 - $84,602	-1,295 Reduced 6.85%	17,602 $1.14 Million
Q2 2024 Jul 16, 2024	SELL	$57.42 - $62.37 $21,475 - $23,326	-374 Reduced 1.94%	18,897 $1.14 Million
Q1 2024 Apr 25, 2024	SELL	$56.66 - $62.34 $149,185 - $164,141	-2,633 Reduced 12.02%	19,271 $1.2 Million
Q4 2023 Jan 24, 2024	SELL	$48.83 - $60.51 $292,442 - $362,394	-5,989 Reduced 21.47%	21,904 $1.31 Million
Q3 2023 Dec 06, 2023	SELL	$51.84 - $57.67 $456,917 - $508,303	-8,814 Reduced 26.82%	24,047 $1.26 Million
Q2 2023 Jan 24, 2024	BUY	$49.85 - $54.8 $191,723 - $210,760	3,846 Added 15.99%	27,893 $1.53 Million
Q1 2023 Apr 17, 2023	SELL	$50.35 - $57.8 $126,126 - $144,789	-2,505 Reduced 7.08%	32,861 $1.73 Million
Q4 2022 Feb 09, 2023	SELL	$47.77 - $54.73 $166,048 - $190,241	-3,476 Reduced 8.95%	35,366 $1.81 Million
Q3 2022 Oct 26, 2022	BUY	$46.47 - $55.84 $647,001 - $777,460	13,923 Added 55.87%	38,842 $1.81 Million
Q2 2022 Aug 03, 2022	BUY	$46.65 - $56.4 $1.16 Million - $1.41 Million	24,919 New	24,919 $1.2 Million

Others Institutions Holding DFAS

# of Institutions

688

Shares Held

107M

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 Insights, Inc. Dimensional ETF Tr U S Small C Transaction History