Pds Planning, Inc Dimensional ETF Tr U S Small C Transaction History

Pds Planning, Inc

$1.11 Billion
Q4 2024

A detailed history of Pds Planning, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Pds Planning, Inc holds 3,522 shares of DFAS stock, worth $226,781. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,522

Previous 3,512 0.28%

Holding current value

$226,781

Previous $227,000 0.88%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$63.58 - $71.15 $635 - $711	10 Added 0.28%	3,522 $229,000
Q3 2024 Oct 29, 2024	BUY	$59.25 - $65.33 $533 - $587	9 Added 0.26%	3,512 $227,000
Q2 2024 Aug 07, 2024	BUY	$57.42 - $62.37 $516 - $561	9 Added 0.26%	3,503 $210,000
Q1 2024 May 01, 2024	BUY	$56.66 - $62.34 $339 - $374	6 Added 0.17%	3,494 $217,000
Q4 2023 Feb 01, 2024	BUY	$48.83 - $60.51 $170,319 - $211,058	3,488 New	3,488 $207,000
Q1 2022 Apr 18, 2022	SELL	$53.45 - $60.82 $188,731 - $214,755	-3,531 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$56.67 - $63.93 $200,101 - $225,736	3,531 New	3,531 $212,000
Q3 2021 Oct 22, 2021	SELL	$54.69 - $59.43 $189,664 - $206,103	-3,468 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$56.37 - $58.95 $195,491 - $204,438	3,468 New	3,468 $203,000

Others Institutions Holding DFAS

# of Institutions

774

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
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