West Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

West Financial Advisors, LLC

  • $525 Million
  • Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, West Financial Advisors, LLC holds 232,842 shares of DFAS stock, worth $15.1 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
232,842
Previous 223,962 3.96%
Holding current value
$15.1 Million
Previous $14.6 Million 4.62%
% of portfolio
2.65%
Previous 2.82%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$58.81 - $68.2 $522,232 - $605,616
8,880 Added 3.96%
232,842 $13.9 Million
Q4 2024

Jan 14, 2025
BUY
$63.58 - $71.15 $87,295 - $97,688
1,373 Added 0.62%
223,962 $14.6 Million
Q3 2024

Oct 08, 2024
BUY
$59.25 - $65.33 $2.34 Million - $2.59 Million
39,574 Added 21.62%
222,589 $14.4 Million
Q2 2024

Jul 15, 2024
BUY
$57.42 - $62.37 $234,905 - $255,155
4,091 Added 2.29%
183,015 $11 Million
Q1 2024

Apr 11, 2024
BUY
$56.66 - $62.34 $53,713 - $59,098
948 Added 0.53%
178,924 $11.2 Million
Q4 2023

Jan 11, 2024
SELL
$48.83 - $60.51 $266,123 - $329,779
-5,450 Reduced 2.97%
177,976 $10.6 Million
Q3 2023

Oct 10, 2023
BUY
$51.84 - $57.67 $473,195 - $526,411
9,128 Added 5.24%
183,426 $9.63 Million
Q2 2023

Jul 07, 2023
BUY
$49.85 - $54.8 $426,416 - $468,759
8,554 Added 5.16%
174,298 $9.55 Million
Q1 2023

Apr 18, 2023
BUY
$50.35 - $57.8 $404,914 - $464,827
8,042 Added 5.1%
165,744 $8.73 Million
Q4 2022

Jan 10, 2023
SELL
$47.77 - $54.73 $120,714 - $138,302
-2,527 Reduced 1.58%
157,702 $0
Q3 2022

Oct 11, 2022
BUY
$46.47 - $55.84 $218,083 - $262,057
4,693 Added 3.02%
160,229 $7.45 Million
Q2 2022

Jul 14, 2022
BUY
$46.65 - $56.4 $7.26 Million - $8.77 Million
155,536 New
155,536 $7.47 Million

Others Institutions Holding DFAS

# of Institutions
821
Shares Held
126M
Call Options Held
0
Put Options Held
100
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 West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, 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 West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email