Montz Harcus Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 3,534 shares of DFAS stock, worth $233,385. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,534
Previous 3,370 4.87%
Holding current value
$233,385
Previous $201,000 11.94%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jul 21, 2025
BUY
$52.31 - $63.72 $8,578 - $10,450
164 Added 4.87%
3,534 $225,000
Q1 2025

Apr 21, 2025
BUY
$58.81 - $68.2 $198,189 - $229,834
3,370 New
3,370 $201,000

Others Institutions Holding DFAS

# of Institutions
849
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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