Meriwether Wealth & Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Meriwether Wealth & Planning, LLC

  • $173 Billion
  • Q3 2025

A detailed history of Meriwether Wealth & Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 79,255 shares of DFAS stock, worth $5.32 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
79,255
Previous 76,882 3.09%
Holding current value
$5.32 Million
Previous $4.9 Billion 10.77%
% of portfolio
3.14%
Previous 3.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$63.41 - $69.69 $150,471 - $165,374
2,373 Added 3.09%
79,255 $5.43 Billion
Q2 2025

Jul 11, 2025
SELL
$52.31 - $63.72 $1.71 Million - $2.08 Million
-32,693 Reduced 29.84%
76,882 $4.9 Billion
Q1 2025

Apr 21, 2025
BUY
$58.81 - $68.2 $1.08 Million - $1.25 Million
18,303 Added 20.05%
109,575 $6.55 Billion
Q4 2024

Feb 07, 2025
BUY
$63.58 - $71.15 $5.8 Million - $6.49 Million
91,272 New
91,272 $5.94 Billion

Others Institutions Holding DFAS

# of Institutions
868
Shares Held
137M
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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