Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Small C Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 9,895 shares of DFAS stock, worth $631,004. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,895

Previous 10,275 3.7%

Holding current value

$631,004

Previous $666,000 3.45%

% of portfolio

0.21%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$63.58 - $71.15 $24,160 - $27,037	-380 Reduced 3.7%	9,895 $643,000
Q3 2024 Oct 25, 2024	SELL	$59.25 - $65.33 $1,955 - $2,155	-33 Reduced 0.32%	10,275 $666,000
Q2 2024 Aug 12, 2024	SELL	$57.42 - $62.37 $100,083 - $108,710	-1,743 Reduced 14.46%	10,308 $619,000
Q1 2024 Apr 18, 2024	SELL	$56.66 - $62.34 $27,650 - $30,421	-488 Reduced 3.89%	12,051 $751,000
Q3 2023 Oct 18, 2023	SELL	$51.84 - $57.67 $4,665 - $5,190	-90 Reduced 0.71%	12,539 $658,000
Q2 2023 Jul 20, 2023	SELL	$49.85 - $54.8 $7,676 - $8,439	-154 Reduced 1.2%	12,629 $692,000
Q1 2023 May 01, 2023	BUY	$50.35 - $57.8 $6,948 - $7,976	138 Added 1.09%	12,783 $673,000
Q4 2022 Jan 23, 2023	BUY	$47.77 - $54.73 $3,917 - $4,487	82 Added 0.65%	12,645 $0
Q2 2022 Jul 25, 2022	BUY	$46.65 - $56.4 $586,063 - $708,553	12,563 New	12,563 $603,000
Q1 2022 May 03, 2022	SELL	$53.45 - $60.82 $730,287 - $830,983	-13,663 Closed	0 $0
Q3 2021 Nov 01, 2021	SELL	$54.69 - $59.43 $12,524 - $13,609	-229 Reduced 1.65%	13,663 $786,000
Q2 2021 Aug 05, 2021	BUY	$56.37 - $58.95 $783,092 - $818,933	13,892 New	13,892 $811,000

Others Institutions Holding DFAS

# of Institutions

777

Shares Held

118M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Small C Transaction History