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 $13.9 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
232,842
Previous 223,962 3.96%
Holding current value
$13.9 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
784
Shares Held
119M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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