Wealthfront Advisers LLC Dimensional ETF Tr U S Small C Transaction History

Wealthfront Advisers LLC

$32.2 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	SELL	$51.84 - $57.67 $15,292 - $17,012	-295 Reduced 2.46%	11,695 $613,000
Q2 2023 Aug 07, 2023	SELL	$49.85 - $54.8 $185,940 - $204,404	-3,730 Reduced 23.73%	11,990 $657,000
Q1 2023 Apr 28, 2023	BUY	$50.35 - $57.8 $198,681 - $228,078	3,946 Added 33.51%	15,720 $828,000
Q4 2022 Feb 10, 2023	BUY	$47.77 - $54.73 $86,893 - $99,553	1,819 Added 18.27%	11,774 $602,000
Q3 2022 Nov 14, 2022	BUY	$46.47 - $55.84 $90,662 - $108,943	1,951 Added 24.38%	9,955 $463,000
Q2 2022 Jul 20, 2022	BUY	$46.65 - $56.4 $373,386 - $451,425	8,004 New	8,004 $384,000
Q1 2022 May 16, 2022	SELL	$53.45 - $60.82 $318,241 - $362,122	-5,954 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$56.67 - $63.93 $337,413 - $380,639	5,954 New	5,954 $357,000

Others Institutions Holding DFAS

# of Institutions

712

Shares Held

110M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$761 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$475 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$444 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$334 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$185 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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