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

True Wealth Advisors, LLC

$291 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$63.58 - $71.15 $58,302 - $65,244	917 Added 10.14%	9,962 $648,000
Q3 2024 Oct 29, 2024	BUY	$59.25 - $65.33 $18,960 - $20,905	320 Added 3.67%	9,045 $586,000
Q2 2024 Jul 24, 2024	BUY	$57.42 - $62.37 $65,171 - $70,789	1,135 Added 14.95%	8,725 $524,000
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

866

Shares Held

133M

Call Options Held

0

Put Options Held

0

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.