Foundations Investment Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 39,109 shares of DFAS stock, worth $2.52 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
39,109
Previous 33,374 17.18%
Holding current value
$2.52 Million
Previous $2.16 Million 17.61%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$63.58 - $71.15 $364,631 - $408,045
5,735 Added 17.18%
39,109 $2.55 Million
Q3 2024

Oct 21, 2024
BUY
$59.25 - $65.33 $212,589 - $234,404
3,588 Added 12.05%
33,374 $2.16 Million
Q2 2024

Aug 02, 2024
BUY
$57.42 - $62.37 $427,893 - $464,781
7,452 Added 33.37%
29,786 $1.79 Million
Q1 2024

May 13, 2024
BUY
$56.66 - $62.34 $15,751 - $17,330
278 Added 1.26%
22,334 $1.39 Million
Q4 2023

Feb 08, 2024
BUY
$48.83 - $60.51 $338,050 - $418,910
6,923 Added 45.75%
22,056 $1.31 Million
Q3 2023

Oct 05, 2023
BUY
$51.84 - $57.67 $158,630 - $176,470
3,060 Added 25.35%
15,133 $794,000
Q2 2023

Jul 19, 2023
BUY
$49.85 - $54.8 $288,930 - $317,620
5,796 Added 92.34%
12,073 $661,000
Q1 2023

Apr 25, 2023
BUY
$50.35 - $57.8 $316,046 - $362,810
6,277 New
6,277 $330,000

Others Institutions Holding DFAS

# of Institutions
774
Shares Held
118M
Call Options Held
0
Put Options Held
200
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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