Iron Bridge Private Wealth, LLC Dimensional ETF Tr U S Small C Transaction History

Iron Bridge Private Wealth, LLC

$260 Million
Q4 2024

A detailed history of Iron Bridge Private Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 57,021 shares of DFAS stock, worth $3.29 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

57,021

Previous 58,636 2.75%

Holding current value

$3.29 Million

Previous $3.8 Million 2.45%

% of portfolio

1.43%

Previous 1.5%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$63.58 - $71.15 $102,681 - $114,907	-1,615 Reduced 2.75%	57,021 $3.71 Million
Q3 2024 Nov 14, 2024	BUY	$59.25 - $65.33 $47,044 - $51,872	794 Added 1.37%	58,636 $3.8 Million
Q2 2024 Aug 14, 2024	SELL	$57.42 - $62.37 $21,187 - $23,014	-369 Reduced 0.63%	57,842 $3.48 Million
Q1 2024 May 15, 2024	BUY	$56.66 - $62.34 $3.3 Million - $3.63 Million	58,211 New	58,211 $3.63 Million

Others Institutions Holding DFAS

# of Institutions

795

Shares Held

119M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Iron Bridge Private Wealth, LLC Dimensional ETF Tr U S Small C Transaction History