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

Wealthspan Partners, LLC

$204 Million
Q4 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 58,899 shares of DFAS stock, worth $3.93 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

58,899

Previous 53,484 10.12%

Holding current value

$3.93 Million

Previous $3.47 Million 10.52%

% of portfolio

1.88%

Previous 1.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

765

Shares Held

117M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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