True Wealth Design, LLC Dimensional ETF Tr U S Small C Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, True Wealth Design, LLC holds 1,977 shares of DFAS stock, worth $121,150. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,977
Previous 2,157 8.34%
Holding current value
$121,150
Previous $140 Million 15.85%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$58.81 - $68.2 $10,585 - $12,276
-180 Reduced 8.34%
1,977 $118 Million
Q4 2024

Feb 14, 2025
SELL
$63.58 - $71.15 $3,306 - $3,699
-52 Reduced 2.35%
2,157 $140 Million
Q2 2024

Aug 14, 2024
SELL
$57.42 - $62.37 $11,139 - $12,099
-194 Reduced 8.07%
2,209 $133 Million
Q4 2023

Feb 14, 2024
SELL
$48.83 - $60.51 $6,592 - $8,168
-135 Reduced 5.32%
2,403 $143 Million
Q3 2023

Nov 13, 2023
SELL
$51.84 - $57.67 $42,560 - $47,347
-821 Reduced 24.44%
2,538 $133 Million
Q1 2023

May 12, 2023
BUY
$50.35 - $57.8 $169,125 - $194,150
3,359 New
3,359 $177 Million

Others Institutions Holding DFAS

# of Institutions
820
Shares Held
126M
Call Options Held
0
Put Options Held
100
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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