Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Prevail Innovative Wealth Advisors, LLC

$515 Billion
Q3 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 26,904 shares of DFAS stock, worth $1.81 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

26,904

Previous 28,682 6.2%

Holding current value

$1.81 Million

Previous $1.83 Billion 0.79%

% of portfolio

0.36%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$63.41 - $69.69 $112,742 - $123,908	-1,778 Reduced 6.2%	26,904 $1.84 Billion
Q2 2025 Aug 14, 2025	BUY	$52.31 - $63.72 $224,671 - $273,677	4,295 Added 17.61%	28,682 $1.83 Billion
Q1 2025 May 02, 2025	BUY	$58.81 - $68.2 $340,627 - $395,014	5,792 Added 31.15%	24,387 $1.46 Billion
Q4 2024 Feb 12, 2025	BUY	$63.58 - $71.15 $254,256 - $284,528	3,999 Added 27.4%	18,595 $1.21 Billion
Q3 2024 Nov 13, 2024	BUY	$59.25 - $65.33 $29,328 - $32,338	495 Added 3.51%	14,596 $947 Million

Q2 2024 Aug 08, 2024	BUY	$57.42 - $62.37 $100,657 - $109,334	1,753 Added 14.2%	14,101 $847 Million
Q1 2024 May 09, 2024	BUY	$56.66 - $62.34 $64,479 - $70,942	1,138 Added 10.15%	12,348 $770 Million
Q4 2023 Feb 13, 2024	BUY	$48.83 - $60.51 $32,716 - $40,541	670 Added 6.36%	11,210 $668 Million
Q3 2023 Nov 14, 2023	BUY	$51.84 - $57.67 $546,393 - $607,841	10,540 New	10,540 $553 Million

Others Institutions Holding DFAS

# of Institutions

868

Shares Held

137M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History