Walter & Keenan Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History

Walter & Keenan Wealth Management LLC

  • $304 Million
  • Q1 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 12,729 shares of DFAS stock, worth $754,829. This represents 0.26% of its overall portfolio holdings.

Number of Shares
12,729
Previous 4,490 183.5%
Holding current value
$754,829
Previous $267,000 197.0%
% of portfolio
0.26%
Previous 0.1%

Shares

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

Apr 30, 2024
BUY
$56.66 - $62.34 $466,821 - $513,619
8,239 Added 183.5%
12,729 $793,000
Q4 2023

Jan 25, 2024
BUY
$48.83 - $60.51 $219,246 - $271,689
4,490 New
4,490 $267,000

Others Institutions Holding DFAS

# of Institutions
637
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
Track This Portfolio

Track Walter & Keenan Wealth Management LLC Portfolio

Follow Walter & Keenan Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walter & Keenan Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Walter & Keenan Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email