Traverso Chambers Private Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 136,000 shares of DFAS stock, worth $8.98 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

136,000

Previous 130,329 4.35%

Holding current value

$8.98 Million

Previous $6.84 Million 18.54%

% of portfolio

1.97%

Previous 1.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$48.83 - $60.51 $276,914 - $343,152	5,671 Added 4.35%	136,000 $8.11 Million
Q3 2023 Oct 26, 2023	BUY	$51.84 - $57.67 $27,682 - $30,795	534 Added 0.41%	130,329 $6.84 Million
Q2 2023 Jul 13, 2023	BUY	$49.85 - $54.8 $199,998 - $219,857	4,012 Added 3.19%	129,795 $7.11 Million
Q1 2023 Apr 12, 2023	BUY	$50.35 - $57.8 $108,353 - $124,385	2,152 Added 1.74%	125,783 $6.63 Million
Q4 2022 Jan 27, 2023	BUY	$47.77 - $54.73 $764 - $875	16 Added 0.01%	123,631 $6.32 Million
Q3 2022 Oct 12, 2022	BUY	$46.47 - $55.84 $5.74 Million - $6.9 Million	123,615 New	123,615 $5.75 Million

Others Institutions Holding DFAS

# of Institutions

826

Shares Held

128M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Traverso Chambers Private Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History