Institute For Wealth Management, Llc. Dimensional ETF Tr U S Small C Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 17,625 shares of DFAS stock, worth $981,360. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,625
Previous 17,625 -0.0%
Holding current value
$981,360
Previous $1.14 Million 0.35%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$56.66 - $62.34 $295,821 - $325,477
5,221 Added 42.09%
17,625 $1.1 Million
Q2 2021

Jul 21, 2021
BUY
$56.37 - $58.95 $699,213 - $731,215
12,404 New
12,404 $724,000

Others Institutions Holding DFAS

# of Institutions
787
Shares Held
119M
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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