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

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

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 29,188 shares of DFAS stock, worth $1.74 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

29,188

Previous 25,493 14.49%

Holding current value

$1.74 Million

Previous $1.65 Million 14.88%

% of portfolio

0.13%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$63.58 - $71.15 $234,928 - $262,899	3,695 Added 14.49%	29,188 $1.9 Million
Q3 2024 Nov 13, 2024	BUY	$59.25 - $65.33 $132,542 - $146,143	2,237 Added 9.62%	25,493 $1.65 Million
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

# of Institutions

782

Shares Held

119M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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