Valeo Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 16,534 shares of DFAS stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,534
Previous 18,412 10.2%
Holding current value
$1.12 Million
Previous $1.11 Million 3.07%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$59.25 - $65.33 $111,271 - $122,689
-1,878 Reduced 10.2%
16,534 $1.07 Million
Q2 2024

Jul 10, 2024
BUY
$57.42 - $62.37 $34,681 - $37,671
604 Added 3.39%
18,412 $1.11 Million
Q1 2024

Apr 25, 2024
SELL
$56.66 - $62.34 $12,578 - $13,839
-222 Reduced 1.23%
17,808 $1.11 Million
Q1 2024

Apr 19, 2024
BUY
$56.66 - $62.34 $98,135 - $107,972
1,732 Added 10.63%
18,030 $1.12 Million
Q4 2023

Jan 29, 2024
BUY
$48.83 - $60.51 $195 - $242
4 Added 0.02%
16,298 $971,000
Q3 2023

Oct 19, 2023
BUY
$51.84 - $57.67 $43,079 - $47,923
831 Added 5.37%
16,294 $855,000
Q2 2023

Jul 14, 2023
BUY
$49.85 - $54.8 $93,767 - $103,078
1,881 Added 13.85%
15,463 $847,000
Q1 2023

Apr 17, 2023
SELL
$50.35 - $57.8 $37,259 - $42,772
-740 Reduced 5.17%
13,582 $715,000
Q4 2022

Feb 09, 2023
SELL
$47.77 - $54.73 $32,340 - $37,052
-677 Reduced 4.51%
14,322 $732,000
Q3 2022

Oct 31, 2022
BUY
$46.47 - $55.84 $185 - $223
4 Added 0.03%
14,999 $698,000
Q2 2022

Aug 03, 2022
BUY
$46.65 - $56.4 $233 - $282
5 Added 0.03%
14,995 $720,000
Q1 2022

Apr 28, 2022
BUY
$53.45 - $60.82 $801,215 - $911,691
14,990 New
14,990 $840,000

Others Institutions Holding DFAS

# of Institutions
689
Shares Held
107M
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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