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

Peninsula Wealth, LLC

$558 Million
Q3 2024

A detailed history of Peninsula Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Peninsula Wealth, LLC holds 11,386 shares of DFAS stock, worth $743,733. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,386

Previous 12,220 6.82%

Holding current value

$743,733

Previous $734,000 0.54%

% of portfolio

0.13%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$59.25 - $65.33 $49,414 - $54,485	-834 Reduced 6.82%	11,386 $738,000
Q2 2024 Aug 13, 2024	BUY	$57.42 - $62.37 $234,216 - $254,407	4,079 Added 50.1%	12,220 $734,000
Q1 2024 May 30, 2024	BUY	$56.66 - $62.34 $461,269 - $507,509	8,141 New	8,141 $507,000
Q4 2023 Feb 14, 2024	BUY	$48.83 - $60.51 $12,305 - $15,248	252 Added 3.46%	7,536 $449,000
Q3 2023 Nov 13, 2023	BUY	$51.84 - $57.67 $56,142 - $62,456	1,083 Added 17.46%	7,284 $382,000
Q2 2023 Aug 14, 2023	BUY	$49.85 - $54.8 $5,134 - $5,644	103 Added 1.69%	6,201 $339,000
Q1 2023 May 11, 2023	BUY	$50.35 - $57.8 $11,026 - $12,658	219 Added 3.73%	6,098 $321,000
Q4 2022 Feb 10, 2023	BUY	$47.77 - $54.73 $280,839 - $321,757	5,879 New	5,879 $300,000

Others Institutions Holding DFAS

# of Institutions

691

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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