A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,762 shares of DFAS stock, worth $194,969. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,762
Previous 75,876 96.36%
Holding current value
$194,969
Previous $4.56 Million 96.07%
% of portfolio
0.0%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$59.25 - $65.33 $4.33 Million - $4.78 Million
-73,114 Reduced 96.36%
2,762 $179,000
Q2 2024

Aug 08, 2024

SELL
$57.42 - $62.37 $194,538 - $211,309
-3,388 Reduced 4.27%
75,876 $4.56 Million
Q1 2024

May 15, 2024

SELL
$56.66 - $62.34 $512,886 - $564,301
-9,052 Reduced 10.25%
79,264 $4.94 Million
Q4 2023

Feb 12, 2024

BUY
$48.83 - $60.51 $725,076 - $898,512
14,849 Added 20.21%
88,316 $5.27 Million
Q3 2023

Nov 13, 2023

BUY
$51.84 - $57.67 $3.76 Million - $4.19 Million
72,625 Added 8625.3%
73,467 $3.86 Million
Q4 2022

Feb 15, 2023

SELL
$47.77 - $54.73 $14,331 - $16,419
-300 Reduced 26.27%
842 $43,000
Q2 2021

Aug 13, 2021

BUY
$56.37 - $58.95 $64,374 - $67,320
1,142 New
1,142 $67,000

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.