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

Pds Planning, Inc

$986 Million
Q2 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 3,503 shares of DFAS stock, worth $224,367. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,503

Previous 3,494 0.26%

Holding current value

$224,367

Previous $217,000 3.23%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

662

Shares Held

105M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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