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 $5.13 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
75,424
Previous 75,194 0.31%
Holding current value
$5.13 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
684
Shares Held
107M
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
Track This Portfolio

Track Investmark Advisory Group LLC Portfolio

Follow Investmark Advisory Group 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 Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email