United Capital Financial Advisers, LLC Dimensional ETF Tr U S Small C Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 34,845 shares of DFAS stock, worth $2.14 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
34,845
Previous 35,124 0.79%
Holding current value
$2.14 Million
Previous $2.29 Million 8.93%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 13, 2025
SELL
$58.81 - $68.2 $16,407 - $19,027
-279 Reduced 0.79%
34,845 $2.08 Million
Q4 2024

Feb 13, 2025
BUY
$63.58 - $71.15 $6,358 - $7,115
100 Added 0.29%
35,124 $2.29 Million
Q3 2024

Nov 12, 2024
BUY
$59.25 - $65.33 $19,374 - $21,362
327 Added 0.94%
35,024 $2.27 Million
Q2 2024

Aug 14, 2024
SELL
$57.42 - $62.37 $203,783 - $221,351
-3,549 Reduced 9.28%
34,697 $2.08 Million
Q1 2024

May 15, 2024
BUY
$56.66 - $62.34 $339 - $374
6 Added 0.02%
38,246 $2.38 Million
Q4 2023

Feb 14, 2024
SELL
$48.83 - $60.51 $3.25 Million - $4.03 Million
-66,528 Reduced 63.5%
38,240 $2.28 Million
Q3 2023

Nov 14, 2023
BUY
$51.84 - $57.67 $327,265 - $364,070
6,313 Added 6.41%
104,768 $5.5 Million
Q2 2023

Aug 14, 2023
SELL
$49.85 - $54.8 $127,516 - $140,178
-2,558 Reduced 2.53%
98,455 $5.4 Million
Q1 2023

Aug 14, 2023
BUY
$50.35 - $57.8 $128,795 - $147,852
2,558 Added 2.6%
101,013 $5.32 Million
Q1 2023

May 15, 2023
SELL
$50.35 - $57.8 $21,851 - $25,085
-434 Reduced 0.43%
101,013 $5.32 Million
Q4 2022

Feb 14, 2023
SELL
$47.77 - $54.73 $14,808 - $16,966
-310 Reduced 0.3%
101,447 $5.19 Million
Q3 2022

Nov 14, 2022
SELL
$46.47 - $55.84 $37,222 - $44,727
-801 Reduced 0.78%
101,757 $4.73 Million
Q2 2022

Aug 11, 2022
BUY
$46.65 - $56.4 $35,547 - $42,976
762 Added 0.75%
102,558 $4.92 Million
Q1 2022

May 16, 2022
BUY
$53.45 - $60.82 $158,372 - $180,209
2,963 Added 3.0%
101,796 $5.71 Million
Q4 2021

Feb 14, 2022
SELL
$56.67 - $63.93 $171,370 - $193,324
-3,024 Reduced 2.97%
98,833 $5.93 Million
Q3 2021

Nov 15, 2021
SELL
$54.69 - $59.43 $415,425 - $451,430
-7,596 Reduced 6.94%
101,857 $5.86 Million
Q2 2021

Aug 13, 2021
BUY
$56.37 - $58.95 $6.17 Million - $6.45 Million
109,453 New
109,453 $6.39 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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email