Mission Wealth Management, LP Dimensional ETF Tr U S Small C Transaction History

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mission Wealth Management, LP holds 265,654 shares of DFAS stock, worth $18.4 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
265,654
Previous 233,759 13.64%
Holding current value
$18.4 Million
Previous $14 Million 21.17%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Aug 05, 2025
BUY
$52.31 - $63.72 $1.67 Million - $2.03 Million
31,895 Added 13.64%
265,654 $16.9 Million
Q1 2025

Apr 17, 2025
SELL
$58.81 - $68.2 $879,856 - $1.02 Million
-14,961 Reduced 6.02%
233,759 $14 Million
Q4 2024

Feb 06, 2025
BUY
$63.58 - $71.15 $2.64 Million - $2.95 Million
41,476 Added 20.01%
248,720 $16.2 Million
Q3 2024

Oct 31, 2024
SELL
$59.25 - $65.33 $149,902 - $165,284
-2,530 Reduced 1.21%
207,244 $13.4 Million
Q2 2024

Aug 02, 2024
BUY
$57.42 - $62.37 $41,457 - $45,031
722 Added 0.35%
209,774 $12.6 Million
Q1 2024

Apr 30, 2024
BUY
$56.66 - $62.34 $788,480 - $867,523
13,916 Added 7.13%
209,052 $13 Million
Q4 2023

Feb 05, 2024
SELL
$48.83 - $60.51 $1.4 Million - $1.74 Million
-28,767 Reduced 12.85%
195,136 $11.6 Million
Q3 2023

Oct 23, 2023
SELL
$51.84 - $57.67 $63,141 - $70,242
-1,218 Reduced 0.54%
223,903 $11.8 Million
Q2 2023

Aug 04, 2023
BUY
$49.85 - $54.8 $914,199 - $1 Million
18,339 Added 8.87%
225,121 $12.3 Million
Q1 2023

Apr 07, 2023
BUY
$50.35 - $57.8 $974,272 - $1.12 Million
19,350 Added 10.32%
206,782 $10.9 Million
Q4 2022

Feb 02, 2023
BUY
$47.77 - $54.73 $1.79 Million - $2.05 Million
37,457 Added 24.98%
187,432 $9.59 Million
Q3 2022

Oct 12, 2022
BUY
$46.47 - $55.84 $820,799 - $986,301
17,663 Added 13.35%
149,975 $6.98 Million
Q2 2022

Jul 27, 2022
BUY
$46.65 - $56.4 $767,065 - $927,385
16,443 Added 14.19%
132,312 $6.35 Million
Q1 2022

Apr 25, 2022
BUY
$53.45 - $60.82 $3.22 Million - $3.67 Million
60,272 Added 108.41%
115,869 $6.5 Million
Q4 2021

Feb 11, 2022
BUY
$56.67 - $63.93 $1.59 Million - $1.8 Million
28,128 Added 102.4%
55,597 $3.34 Million
Q3 2021

Nov 05, 2021
SELL
$54.69 - $59.43 $1.41 Million - $1.53 Million
-25,707 Reduced 48.34%
27,469 $1.58 Million
Q2 2021

Aug 10, 2021
BUY
$56.37 - $58.95 $3 Million - $3.13 Million
53,176 New
53,176 $3.11 Million

Others Institutions Holding DFAS

# of Institutions
843
Shares Held
133M
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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