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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 45,845 shares of DFAS stock, worth $3.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
45,845
Previous 42,355 8.24%
Holding current value
$3.1 Million
Previous $2.53 Million 15.42%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 14, 2025
BUY
$52.31 - $63.72 $182,561 - $222,382
3,490 Added 8.24%
45,845 $2.92 Million
Q1 2025

May 15, 2025
BUY
$58.81 - $68.2 $2.49 Million - $2.89 Million
42,355 New
42,355 $2.53 Billion

Others Institutions Holding DFAS

# of Institutions
866
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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