Wealthspan Partners, LLC Dimensional ETF Tr U S Small C Transaction History

Wealthspan Partners, LLC

  • $179 Million
  • Q2 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wealthspan Partners, LLC holds 48,762 shares of DFAS stock, worth $3.12 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
48,762
Previous 35,567 37.1%
Holding current value
$3.12 Million
Previous $2.22 Million 32.12%
% of portfolio
1.64%
Previous 1.32%

Shares

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

Jul 19, 2024
BUY
$57.42 - $62.37 $757,656 - $822,972
13,195 Added 37.1%
48,762 $2.93 Million
Q1 2024

Apr 29, 2024
BUY
$56.66 - $62.34 $956,987 - $1.05 Million
16,890 Added 90.43%
35,567 $2.22 Million
Q4 2023

Jan 29, 2024
BUY
$48.83 - $60.51 $458,757 - $568,491
9,395 Added 101.22%
18,677 $1.11 Million
Q3 2023

Nov 01, 2023
BUY
$51.84 - $57.67 $481,178 - $535,292
9,282 New
9,282 $487,000

Others Institutions Holding DFAS

# of Institutions
662
Shares Held
105M
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 Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, 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 Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email