Kingsview Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 22,672 shares of DFAS stock, worth $1.56 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

22,672

Previous 30,825 26.45%

Holding current value

$1.56 Million

Previous $1.84 Million 21.56%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$52.31 - $63.72 $426,483 - $519,509	-8,153 Reduced 26.45%	22,672 $1.44 Million
Q1 2025 May 02, 2025	SELL	$58.81 - $68.2 $281,347 - $326,268	-4,784 Reduced 13.43%	30,825 $1.84 Million
Q4 2024 Jan 28, 2025	BUY	$63.58 - $71.15 $279,179 - $312,419	4,391 Added 14.07%	35,609 $2.32 Million
Q3 2024 Nov 12, 2024	BUY	$59.25 - $65.33 $882,588 - $973,155	14,896 Added 91.26%	31,218 $2.02 Million
Q2 2024 Aug 14, 2024	BUY	$57.42 - $62.37 $88,197 - $95,800	1,536 Added 10.39%	16,322 $980,000
Q1 2024 May 09, 2024	BUY	$56.66 - $62.34 $10,425 - $11,470	184 Added 1.26%	14,786 $921,000
Q4 2023 Feb 08, 2024	BUY	$48.83 - $60.51 $713,015 - $883,567	14,602 New	14,602 $870,000

Others Institutions Holding DFAS

# of Institutions

853

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History