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

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 69,910 shares of DFAS stock, worth $4.18 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
69,910
Previous 68,510 2.04%
Holding current value
$4.18 Million
Previous $4.08 Million 6.71%
% of portfolio
1.93%
Previous 2.02%

Shares

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

Apr 11, 2024
BUY
$56.66 - $62.34 $79,324 - $87,276
1,400 Added 2.04%
69,910 $4.36 Million
Q4 2023

Jan 09, 2024
SELL
$48.83 - $60.51 $79,690 - $98,752
-1,632 Reduced 2.33%
68,510 $4.08 Million
Q3 2023

Oct 10, 2023
BUY
$51.84 - $57.67 $20,373 - $22,664
393 Added 0.56%
70,142 $3.68 Million
Q2 2023

Jul 13, 2023
BUY
$49.85 - $54.8 $39,331 - $43,237
789 Added 1.14%
69,749 $3.82 Million
Q1 2023

Apr 10, 2023
SELL
$50.35 - $57.8 $56,996 - $65,429
-1,132 Reduced 1.62%
68,960 $3.63 Million
Q4 2022

Jan 12, 2023
BUY
$50.26 - $54.73 $67,147 - $73,119
1,336 Added 1.94%
70,092 $0
Q3 2022

Oct 12, 2022
BUY
$47.01 - $55.84 $184,608 - $219,283
3,927 Added 6.06%
68,756 $3.2 Million
Q2 2022

Jul 11, 2022
SELL
$46.65 - $56.4 $2,332 - $2,820
-50 Reduced 0.08%
64,829 $3.11 Million
Q1 2022

Apr 11, 2022
BUY
$53.45 - $60.82 $112,512 - $128,026
2,105 Added 3.35%
64,879 $3.64 Million
Q4 2021

Jan 18, 2022
SELL
$56.67 - $63.93 $1.62 Million - $1.83 Million
-28,582 Reduced 31.29%
62,774 $3.77 Million
Q3 2021

Oct 13, 2021
BUY
$54.69 - $59.43 $39,978 - $43,443
731 Added 0.81%
91,356 $5.25 Million
Q2 2021

Jul 13, 2021
BUY
$56.37 - $58.95 $5.11 Million - $5.34 Million
90,625 New
90,625 $5.27 Million

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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