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

Kingsview Wealth Management, LLC

  • $3.76 Billion
  • Q1 2024

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 14,786 shares of DFAS stock, worth $883,907. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,786
Previous 14,602 1.26%
Holding current value
$883,907
Previous $870,000 5.86%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
636
Shares Held
101M
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 Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email