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

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025

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 13,195 shares of DFAS stock, worth $908,607. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,195
Previous 12,503 5.53%
Holding current value
$908,607
Previous $746,000 12.6%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$52.31 - $63.72 $36,198 - $44,094
692 Added 5.53%
13,195 $840,000
Q1 2025

Apr 15, 2025
SELL
$58.81 - $68.2 $30,581 - $35,464
-520 Reduced 3.99%
12,503 $746,000
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
845
Shares Held
133M
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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