Valued Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History

Valued Wealth Advisors LLC

$192 Billion
Q2 2025

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 4,561 shares of DFAS stock, worth $315,165. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,561

Previous 11,890 61.64%

Holding current value

$315,165

Previous $710 Million 59.09%

% of portfolio

0.15%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$52.31 - $63.72 $383,379 - $467,003	-7,329 Reduced 61.64%	4,561 $291 Million
Q1 2025 May 01, 2025	BUY	$58.81 - $68.2 $369,267 - $428,227	6,279 Added 111.91%	11,890 $710 Million
Q4 2024 Jan 22, 2025	BUY	$63.58 - $71.15 $62,308 - $69,727	980 Added 21.16%	5,611 $365 Million
Q3 2024 Oct 28, 2024	BUY	$59.25 - $65.33 $190,962 - $210,558	3,223 Added 228.91%	4,631 $300 Million
Q2 2024 Jul 16, 2024	BUY	$57.42 - $62.37 $172 - $187	3 Added 0.21%	1,408 $84.6 Million
Q1 2024 Apr 30, 2024	BUY	$56.66 - $62.34 $28,726 - $31,606	507 Added 56.46%	1,405 $87.6 Million
Q4 2023 Jan 05, 2024	BUY	$48.83 - $60.51 $43,849 - $54,337	898 New	898 $47.1 Million

Others Institutions Holding DFAS

# of Institutions

843

Shares Held

133M

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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Account

Valued Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History