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

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 305,521 shares of DFAS stock, worth $21 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

305,521

Previous 317,759 3.85%

Holding current value

$21 Million

Previous $19 Million 2.52%

% of portfolio

0.44%

Previous 0.47%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$52.31 - $63.72 $640,169 - $779,805	-12,238 Reduced 3.85%	305,521 $19.5 Million
Q1 2025 May 13, 2025	SELL	$58.81 - $68.2 $1.92 Million - $2.23 Million	-32,634 Reduced 9.31%	317,759 $19 Million
Q4 2024 Feb 03, 2025	SELL	$63.58 - $71.15 $420,645 - $470,728	-6,616 Reduced 1.85%	350,393 $22.8 Million
Q3 2024 Nov 14, 2024	SELL	$59.25 - $65.33 $489,523 - $539,756	-8,262 Reduced 2.26%	357,009 $23.2 Million
Q2 2024 Aug 09, 2024	SELL	$57.42 - $62.37 $554,504 - $602,307	-9,657 Reduced 2.58%	365,271 $21.9 Million
Q1 2024 Apr 19, 2024	SELL	$56.66 - $62.34 $680,316 - $748,516	-12,007 Reduced 3.1%	374,928 $23.4 Million
Q4 2023 Jan 11, 2024	SELL	$48.83 - $60.51 $2.93 Million - $3.63 Million	-59,982 Reduced 13.42%	386,935 $23.1 Million
Q3 2023 Oct 25, 2023	SELL	$51.84 - $57.67 $2.42 Million - $2.69 Million	-46,718 Reduced 9.46%	446,917 $23.5 Million
Q2 2023 Aug 08, 2023	BUY	$49.85 - $54.8 $871,427 - $957,958	17,481 Added 3.67%	493,635 $27.1 Million
Q1 2023 Apr 26, 2023	SELL	$50.35 - $57.8 $526,862 - $604,819	-10,464 Reduced 2.15%	476,154 $25.1 Million
Q4 2022 Feb 02, 2023	SELL	$47.77 - $54.73 $815,099 - $933,857	-17,063 Reduced 3.39%	486,618 $24.9 Million
Q3 2022 Oct 13, 2022	SELL	$46.47 - $55.84 $564,471 - $678,288	-12,147 Reduced 2.35%	503,681 $23.4 Million
Q2 2022 Jul 22, 2022	BUY	$46.65 - $56.4 $24.1 Million - $29.1 Million	515,828 New	515,828 $24.8 Million

Others Institutions Holding DFAS

# of Institutions

850

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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