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

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 97 shares of DFAS stock, worth $5,798. This represents 0.0% of its overall portfolio holdings.

Number of Shares
97
Previous 51 90.2%
Holding current value
$5,798
Previous $3,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$56.66 - $62.34 $2,606 - $2,867
46 Added 90.2%
97 $6,000
Q4 2023

Jan 23, 2024
BUY
$48.83 - $60.51 $2,490 - $3,086
51 New
51 $3,000

Others Institutions Holding DFAS

# of Institutions
636
Shares Held
101M
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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