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

Mbe Wealth Management, LLC

  • $190 Million
  • Q1 2025

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 6,096 shares of DFAS stock, worth $378,439. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,096
Previous 4,215 44.63%
Holding current value
$378,439
Previous $274,000 32.85%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Apr 22, 2025
BUY
$58.81 - $68.2 $110,621 - $128,284
1,881 Added 44.63%
6,096 $364,000
Q4 2024

Jan 22, 2025
BUY
$63.58 - $71.15 $635 - $711
10 Added 0.24%
4,215 $274,000
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

# 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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