Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History

Safeguard Investment Advisory Group, LLC

  • $295 Million
  • Q1 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 10,000 shares of DFAS stock, worth $597,800. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,000
Previous 14,440 30.75%
Holding current value
$597,800
Previous $860,000 27.56%
% of portfolio
0.21%
Previous 0.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$56.66 - $62.34 $251,570 - $276,789
-4,440 Reduced 30.75%
10,000 $623,000
Q4 2023

Jan 26, 2024
SELL
$48.83 - $60.51 $102,982 - $127,615
-2,109 Reduced 12.74%
14,440 $860,000
Q3 2023

Nov 14, 2023
SELL
$51.84 - $57.67 $111,404 - $123,932
-2,149 Reduced 11.49%
16,549 $868,000
Q2 2023

Aug 01, 2023
SELL
$49.85 - $54.8 $42,671 - $46,908
-856 Reduced 4.38%
18,698 $1.02 Million
Q1 2023

May 04, 2023
SELL
$50.35 - $57.8 $96,520 - $110,802
-1,917 Reduced 8.93%
19,554 $1.03 Million
Q4 2022

Jan 26, 2023
SELL
$50.26 - $54.73 $97,303 - $105,957
-1,936 Reduced 8.27%
21,471 $0
Q3 2022

Oct 25, 2022
SELL
$47.01 - $55.84 $36,479 - $43,331
-776 Reduced 3.21%
23,407 $1.09 Million
Q2 2022

Jul 20, 2022
BUY
$46.65 - $56.4 $1.13 Million - $1.36 Million
24,183 New
24,183 $1.36 Million
Q1 2022

May 04, 2022
SELL
$53.45 - $60.82 $1.2 Million - $1.36 Million
-22,364 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
$56.67 - $63.93 $322,055 - $363,314
5,683 Added 34.07%
22,364 $1.34 Million
Q3 2021

Oct 20, 2021
BUY
$54.69 - $59.43 $551,220 - $598,994
10,079 Added 152.67%
16,681 $959,000
Q2 2021

Jul 23, 2021
BUY
$56.37 - $58.95 $372,154 - $389,187
6,602 New
6,602 $385,000

Others Institutions Holding DFAS

# of Institutions
636
Shares Held
101M
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
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