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

Us Advisors Wealth Management, LLC

  • $284 Million
  • Q2 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 16,214 shares of DFAS stock, worth $1.03 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
16,214
Previous 15,045 7.77%
Holding current value
$1.03 Million
Previous $933,000 4.39%
% of portfolio
0.34%
Previous 0.35%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$57.42 - $62.37 $67,123 - $72,910
1,169 Added 7.77%
16,214 $974,000
Q1 2024

May 02, 2024
SELL
$56.66 - $62.34 $40,511 - $44,573
-715 Reduced 4.54%
15,045 $933,000
Q4 2023

Feb 12, 2024
SELL
$48.83 - $60.51 $8,887 - $11,012
-182 Reduced 1.14%
15,760 $939,000
Q3 2023

Nov 09, 2023
BUY
$51.84 - $57.67 $23,898 - $26,585
461 Added 2.98%
15,942 $836,000
Q2 2023

Aug 01, 2023
BUY
$49.85 - $54.8 $9,222 - $10,138
185 Added 1.21%
15,481 $848,000
Q1 2023

Apr 13, 2023
BUY
$50.35 - $57.8 $22,053 - $25,316
438 Added 2.95%
15,296 $806,000
Q4 2022

Feb 10, 2023
SELL
$47.77 - $54.73 $37,117 - $42,525
-777 Reduced 4.97%
14,858 $760,000
Q3 2022

Nov 14, 2022
BUY
$46.47 - $55.84 $20,400 - $24,513
439 Added 2.89%
15,635 $727,000
Q2 2022

Aug 12, 2022
BUY
$46.65 - $56.4 $30,742 - $37,167
659 Added 4.53%
15,196 $729,000
Q1 2022

Jun 08, 2022
BUY
$53.45 - $60.82 $22,074 - $25,118
413 Added 2.92%
14,537 $815,000
Q4 2021

Feb 14, 2022
SELL
$56.67 - $63.93 $44,542 - $50,248
-786 Reduced 5.27%
14,124 $847,000
Q3 2021

Nov 03, 2021
SELL
$54.69 - $59.43 $33,087 - $35,955
-605 Reduced 3.9%
14,910 $857,000
Q2 2021

Aug 09, 2021
BUY
$56.37 - $58.95 $874,580 - $914,609
15,515 New
15,515 $906,000

Others Institutions Holding DFAS

# of Institutions
663
Shares Held
105M
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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