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

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

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 51,120 shares of DFAS stock, worth $3.17 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
51,120
Previous 39,109 30.71%
Holding current value
$3.17 Million
Previous $2.55 Million 20.0%
% of portfolio
0.06%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$58.81 - $68.2 $706,366 - $819,150
12,011 Added 30.71%
51,120 $3.05 Million
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
820
Shares Held
126M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email