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

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

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 35,124 shares of DFAS stock, worth $2.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,124
Previous 35,024 0.29%
Holding current value
$2.1 Million
Previous $2.27 Million 0.62%
% of portfolio
0.02%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
782
Shares Held
119M
Call Options Held
0
Put Options Held
200
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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