Wade Financial Advisory, Inc Dimensional ETF Tr U S Small C Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 42,203 shares of DFAS stock, worth $2.45 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

42,203

Previous 42,203 -0.0%

Holding current value

$2.45 Million

Previous $2.74 Million 0.33%

% of portfolio

0.93%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$59.25 - $65.33 $109,612 - $120,860	-1,850 Reduced 4.2%	42,203 $2.74 Million
Q2 2024 Jul 25, 2024	SELL	$57.42 - $62.37 $1,952 - $2,120	-34 Reduced 0.08%	44,053 $2.65 Million
Q3 2023 Oct 10, 2023	SELL	$51.84 - $57.67 $7,257 - $8,073	-140 Reduced 0.32%	44,087 $2.31 Million
Q2 2023 Aug 09, 2023	SELL	$49.85 - $54.8 $117,147 - $128,780	-2,350 Reduced 5.05%	44,227 $2.42 Million
Q4 2022 Jan 12, 2023	SELL	$47.77 - $54.73 $108,294 - $124,072	-2,267 Reduced 4.64%	46,577 $0
Q1 2022 Apr 21, 2022	BUY	$53.45 - $60.82 $492,381 - $560,273	9,212 Added 23.24%	48,844 $2.74 Million
Q2 2021 Jul 29, 2021	BUY	$56.37 - $58.95 $2.23 Million - $2.34 Million	39,632 New	39,632 $2.32 Million

Others Institutions Holding DFAS

# of Institutions

805

Shares Held

120M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Wade Financial Advisory, Inc Dimensional ETF Tr U S Small C Transaction History