Marshall & Sterling Wealth Advisors Inc. Dimensional ETF Tr U S Small C Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 781 shares of DFAS stock, worth $52,397. This represents 0.03% of its overall portfolio holdings.

Number of Shares
781
Previous 780 0.13%
Holding current value
$52,397
Previous $46.6 Million 6.63%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$52.31 - $63.72 $52 - $63
1 Added 0.13%
781 $49.7 Million
Q1 2025

May 15, 2025
SELL
$58.81 - $68.2 $58 - $68
-1 Reduced 0.13%
780 $46.6 Million
Q4 2024

Feb 14, 2025
BUY
$63.58 - $71.15 $49,655 - $55,568
781 New
781 $50.8 Million

Others Institutions Holding DFAS

# of Institutions
859
Shares Held
134M
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
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