A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 23,256 shares of DFAS stock, worth $1.48 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
23,256
Previous 21,142 10.0%
Holding current value
$1.48 Million
Previous $1.32 Million 6.07%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$57.42 - $62.37 $121,385 - $131,850
2,114 Added 10.0%
23,256 $1.4 Million
Q1 2024

May 13, 2024

SELL
$56.66 - $62.34 $113,036 - $124,368
-1,995 Reduced 8.62%
21,142 $1.32 Million
Q4 2023

Feb 08, 2024

BUY
$48.83 - $60.51 $183,210 - $227,033
3,752 Added 19.36%
23,137 $1.38 Million
Q3 2023

Nov 09, 2023

BUY
$51.84 - $57.67 $1 Million - $1.12 Million
19,385 New
19,385 $1.11 Million

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

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

News

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