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 $13.5 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

232,842

Previous 223,962 3.96%

Holding current value

$13.5 Million

Previous $14.6 Million 4.62%

% of portfolio

2.65%

Previous 2.82%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

819

Shares Held

126M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR U S SMALL C

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