Investmark Advisory Group LLC Dimensional ETF Tr U S Small C Transaction History

Investmark Advisory Group LLC

  • $202 Million
  • Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Investmark Advisory Group LLC holds 75,424 shares of DFAS stock, worth $5.04 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
75,424
Previous 75,194 0.31%
Holding current value
$5.04 Million
Previous $4.52 Million 8.3%
% of portfolio
2.42%
Previous 2.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$59.25 - $65.33 $13,627 - $15,025
230 Added 0.31%
75,424 $4.89 Million
Q2 2024

Aug 14, 2024
BUY
$57.42 - $62.37 $161,809 - $175,758
2,818 Added 3.89%
75,194 $4.52 Million
Q1 2024

May 17, 2024
SELL
$56.66 - $62.34 $42,891 - $47,191
-757 Reduced 1.04%
72,376 $4.51 Million
Q4 2023

Feb 14, 2024
BUY
$48.83 - $60.51 $451,286 - $559,233
9,242 Added 14.47%
73,133 $4.36 Million
Q2 2023

Aug 14, 2023
BUY
$49.85 - $54.8 $40,877 - $44,936
820 Added 1.3%
63,891 $3.5 Million
Q1 2023

May 15, 2023
BUY
$50.35 - $57.8 $103,267 - $118,547
2,051 Added 3.36%
63,071 $3.32 Million
Q4 2022

Jan 24, 2023
BUY
$47.77 - $54.73 $247,209 - $283,227
5,175 Added 9.27%
61,020 $0
Q3 2022

Nov 14, 2022
BUY
$46.47 - $55.84 $86,573 - $104,029
1,863 Added 3.45%
55,845 $2.6 Million
Q2 2022

Jul 15, 2022
BUY
$46.65 - $56.4 $102,443 - $123,854
2,196 Added 4.24%
53,982 $2.59 Million
Q1 2022

May 03, 2022
BUY
$53.45 - $60.82 $112,779 - $128,330
2,110 Added 4.25%
51,786 $2.9 Million
Q4 2021

May 03, 2022
BUY
$56.67 - $63.93 $2.82 Million - $3.18 Million
49,676 New
49,676 $2.98 Million

Others Institutions Holding DFAS

# of Institutions
700
Shares Held
108M
Call Options Held
0
Put Options Held
0
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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