Ifp Advisors, Inc Dimensional ETF Tr U S Small C Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,380 shares of DFAS stock, worth $94,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,380

Previous 1,358 1.62%

Holding current value

$94,916

Previous $84,000 2.38%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$57.42 - $62.37 $1,263 - $1,372	22 Added 1.62%	1,380 $82,000
Q1 2024 Jul 30, 2024	BUY	$56.66 - $62.34 $13,088 - $14,400	231 Added 20.5%	1,358 $84,000
Q4 2023 Jan 09, 2024	BUY	$48.83 - $60.51 $6,347 - $7,866	130 Added 13.04%	1,127 $67,000
Q3 2023 Oct 12, 2023	SELL	$51.84 - $57.67 $3,421 - $3,806	-66 Reduced 6.21%	997 $52,000
Q2 2023 Aug 04, 2023	SELL	$49.85 - $54.8 $97,207 - $106,860	-1,950 Reduced 64.72%	1,063 $58,000
Q1 2023 Apr 18, 2023	SELL	$50.35 - $57.8 $144,554 - $165,943	-2,871 Reduced 48.79%	3,013 $158,000
Q4 2022 Feb 07, 2023	SELL	$47.77 - $54.73 $8,264 - $9,468	-173 Reduced 2.86%	5,884 $346,000
Q3 2022 Nov 08, 2022	BUY	$46.47 - $55.84 $111,109 - $133,513	2,391 Added 65.22%	6,057 $358,000
Q2 2022 Sep 06, 2022	BUY	$46.65 - $56.4 $171,018 - $206,762	3,666 New	3,666 $214,000
Q2 2022 Aug 12, 2022	SELL	$46.65 - $56.4 $171,018 - $206,762	-3,666 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$53.45 - $60.82 $126,035 - $143,413	2,358 Added 180.28%	3,666 $205,000
Q1 2022 Aug 08, 2022	BUY	$53.45 - $60.82 $43,615 - $49,629	816 Added 165.85%	1,308 $73,000
Q4 2021 Jan 12, 2022	BUY	$56.67 - $63.93 $14,337 - $16,174	253 Added 105.86%	492 $29,000
Q3 2021 Oct 06, 2021	BUY	$54.69 - $59.43 $54 - $59	1 Added 0.42%	239 $14,000
Q2 2021 Jul 13, 2021	BUY	$56.37 - $58.95 $13,416 - $14,030	238 New	238 $14,000

Others Institutions Holding DFAS

# of Institutions

687

Shares Held

107M

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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