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

Wealthspan Partners, LLC

$222 Million
Q2 2025

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 60,830 shares of DFAS stock, worth $4.2 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

60,830

Previous 61,750 1.49%

Holding current value

$4.2 Million

Previous $3.69 Million 5.04%

% of portfolio

1.74%

Previous 1.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$52.31 - $63.72 $48,125 - $58,622	-920 Reduced 1.49%	60,830 $3.88 Million
Q1 2025 Apr 21, 2025	BUY	$58.81 - $68.2 $167,667 - $194,438	2,851 Added 4.84%	61,750 $3.69 Million
Q4 2024 Jan 24, 2025	BUY	$63.58 - $71.15 $344,285 - $385,277	5,415 Added 10.12%	58,899 $3.83 Million
Q3 2024 Nov 04, 2024	BUY	$59.25 - $65.33 $279,778 - $308,488	4,722 Added 9.68%	53,484 $3.47 Million
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

843

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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