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

True Wealth Advisors, LLC

  • $240 Million
  • Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, True Wealth Advisors, LLC holds 7,590 shares of DFAS stock, worth $452,288. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,590
Previous 8,097 6.26%
Holding current value
$452,288
Previous $482,000 1.87%
% of portfolio
0.2%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$56.66 - $62.34 $28,726 - $31,606
-507 Reduced 6.26%
7,590 $473,000
Q4 2023

Feb 08, 2024
BUY
$48.83 - $60.51 $70,608 - $87,497
1,446 Added 21.74%
8,097 $482,000
Q3 2023

Nov 07, 2023
BUY
$51.84 - $57.67 $2,125 - $2,364
41 Added 0.62%
6,651 $349,000
Q2 2023

Jul 31, 2023
BUY
$49.85 - $54.8 $104,485 - $114,860
2,096 Added 46.43%
6,610 $362,000
Q1 2023

Apr 19, 2023
BUY
$50.35 - $57.8 $227,279 - $260,909
4,514 New
4,514 $237,000

Others Institutions Holding DFAS

# of Institutions
638
Shares Held
101M
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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