Total Wealth Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Total Wealth Planning, LLC holds 13,023 shares of DFAS stock, worth $876,187. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,023
Holding current value
$876,187
% of portfolio
0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$63.58 - $71.15 $828,002 - $926,586
13,023 New
13,023 $847,000
Q2 2022

Aug 01, 2022
SELL
$46.65 - $56.4 $298,326 - $360,678
-6,395 Reduced 33.45%
12,725 $611,000
Q1 2022

May 13, 2022
BUY
$53.45 - $60.82 $1.02 Million - $1.16 Million
19,120 New
19,120 $1.07 Million

Others Institutions Holding DFAS

# of Institutions
713
Shares Held
110M
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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