A detailed history of Joel Isaacson & Co., LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 7,963 shares of DFAS stock, worth $540,608. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,963
Previous 7,905 0.73%
Holding current value
$540,608
Previous $512,000 1.17%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$63.58 - $71.15 $3,687 - $4,126
58 Added 0.73%
7,963 $518,000
Q3 2024

Oct 23, 2024

BUY
$59.25 - $65.33 $10,665 - $11,759
180 Added 2.33%
7,905 $512,000
Q2 2024

Jul 23, 2024

BUY
$57.42 - $62.37 $3,100 - $3,367
54 Added 0.7%
7,725 $464,000
Q1 2024

Apr 29, 2024

SELL
$56.66 - $62.34 $3,229 - $3,553
-57 Reduced 0.74%
7,671 $478,000
Q4 2023

Jan 24, 2024

BUY
$48.83 - $60.51 $79,934 - $99,054
1,637 Added 26.88%
7,728 $460,000
Q3 2023

Oct 23, 2023

BUY
$51.84 - $57.67 $15,759 - $17,531
304 Added 5.25%
6,091 $319,000
Q2 2023

Jul 26, 2023

BUY
$49.85 - $54.8 $10,169 - $11,179
204 Added 3.65%
5,787 $317,000
Q1 2023

Apr 24, 2023

SELL
$50.35 - $57.8 $13,493 - $15,490
-268 Reduced 4.58%
5,583 $294,000
Q4 2022

Jan 27, 2023

BUY
$47.77 - $54.73 $143 - $164
3 Added 0.05%
5,851 $0
Q3 2022

Oct 13, 2022

BUY
$46.47 - $55.84 $23,374 - $28,087
503 Added 9.41%
5,848 $272,000
Q2 2022

Jul 15, 2022

BUY
$46.65 - $56.4 $93 - $112
2 Added 0.04%
5,345 $257,000
Q1 2022

Apr 21, 2022

BUY
$53.45 - $60.82 $42,813 - $48,716
801 Added 17.64%
5,343 $291,000
Q3 2021

Oct 21, 2021

BUY
$54.69 - $59.43 $45,994 - $49,980
841 Added 22.72%
4,542 $261,000
Q2 2021

Jul 20, 2021

BUY
$56.37 - $58.95 $208,625 - $218,173
3,701 New
3,701 $216,000

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., 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 Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.