A detailed history of Mbe Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 4,205 shares of DFAS stock, worth $289,219. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,205
Previous 4,225 0.47%
Holding current value
$289,219
Previous $253,000 7.51%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$59.25 - $65.33 $1,185 - $1,306
-20 Reduced 0.47%
4,205 $272,000
Q2 2024

Jul 19, 2024

BUY
$57.42 - $62.37 $4,651 - $5,051
81 Added 1.95%
4,225 $253,000
Q1 2024

Apr 22, 2024

BUY
$56.66 - $62.34 $4,476 - $4,924
79 Added 1.94%
4,144 $258,000
Q4 2023

Jan 29, 2024

BUY
$48.83 - $60.51 $198,493 - $245,973
4,065 New
4,065 $242,000

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 Mbe Wealth Management, LLC Portfolio

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

News

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