Valmark Advisers, Inc. Dimensional ETF Tr U S Small C Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 18,256 shares of DFAS stock, worth $1.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,256

Previous 17,591 3.78%

Holding current value

$1.21 Million

Previous $1.14 Million 4.21%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$63.58 - $71.15 $42,280 - $47,314	665 Added 3.78%	18,256 $1.19 Million
Q3 2024 Oct 25, 2024	SELL	$59.25 - $65.33 $58,894 - $64,938	-994 Reduced 5.35%	17,591 $1.14 Million
Q2 2024 Jul 31, 2024	BUY	$57.42 - $62.37 $31,925 - $34,677	556 Added 3.08%	18,585 $1.12 Million
Q1 2024 May 03, 2024	BUY	$56.66 - $62.34 $39,378 - $43,326	695 Added 4.01%	18,029 $1.12 Million
Q4 2023 Feb 02, 2024	BUY	$48.83 - $60.51 $5,468 - $6,777	112 Added 0.65%	17,334 $1.03 Million
Q3 2023 Nov 07, 2023	BUY	$51.84 - $57.67 $892,788 - $993,192	17,222 New	17,222 $903,000

Others Institutions Holding DFAS

# of Institutions

758

Shares Held

114M

Call Options Held

Put Options Held

View Full List

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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Dimensional ETF Tr U S Small C Transaction History