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

M Wealth Management, LLC

  • $107 Billion
  • Q1 2025

A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, M Wealth Management, LLC holds 39,834 shares of DFAS stock, worth $2.44 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
39,834
Previous 50,530 21.17%
Holding current value
$2.44 Million
Previous $3.29 Billion 27.62%
% of portfolio
2.22%
Previous 3.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$58.81 - $68.2 $629,031 - $729,467
-10,696 Reduced 21.17%
39,834 $2.38 Billion
Q4 2024

Jan 23, 2025
BUY
$63.58 - $71.15 $3.21 Million - $3.6 Million
50,530 New
50,530 $3.29 Billion

Others Institutions Holding DFAS

# of Institutions
820
Shares Held
126M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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