Perennial Investment Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,384 shares of DFAS stock, worth $233,022. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,384
Previous 3,484 2.87%
Holding current value
$233,022
Previous $208,000 3.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 11, 2025
SELL
$52.31 - $63.72 $5,231 - $6,372
-100 Reduced 2.87%
3,384 $215,000
Q3 2024

Nov 14, 2024
BUY
$59.25 - $65.33 $177 - $195
3 Added 0.09%
3,484 $225,000
Q2 2024

Aug 09, 2024
BUY
$57.42 - $62.37 $172 - $187
3 Added 0.09%
3,481 $209,000
Q1 2024

May 14, 2024
BUY
$56.66 - $62.34 $113 - $124
2 Added 0.06%
3,478 $216,000
Q4 2023

Feb 14, 2024
BUY
$48.83 - $60.51 $169,733 - $210,332
3,476 New
3,476 $207,000

Others Institutions Holding DFAS

# of Institutions
848
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
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email