Planwiser Financial, LLC Dimensional ETF Tr U S Small C Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Planwiser Financial, LLC holds 8,336 shares of DFAS stock, worth $559,762. This represents 0.45% of its overall portfolio holdings.

Number of Shares
8,336
Previous 8,290 0.55%
Holding current value
$559,762
Previous $547 Million 3.61%
% of portfolio
0.45%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$63.41 - $69.69 $2,916 - $3,205
46 Added 0.55%
8,336 $566 Million
Q2 2025

Aug 13, 2025
SELL
$52.31 - $63.72 $7,741 - $9,430
-148 Reduced 1.75%
8,290 $547 Million
Q1 2025

May 08, 2025
BUY
$58.81 - $68.2 $496,238 - $575,471
8,438 New
8,438 $499 Million

Others Institutions Holding DFAS

# of Institutions
870
Shares Held
137M
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 Planwiser Financial, LLC Portfolio

Follow Planwiser Financial, 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 Planwiser Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Planwiser Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email