Wetherby Asset Management Inc Dimensional ETF Tr U S Small C Transaction History

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wetherby Asset Management Inc holds 22,444 shares of DFAS stock, worth $1.54 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,444
Previous 17,904 25.36%
Holding current value
$1.54 Million
Previous $1.17 Million 22.66%
% of portfolio
0.07%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$52.31 - $63.72 $237,487 - $289,288
4,540 Added 25.36%
22,444 $1.43 Million
Q4 2024

Feb 14, 2025
SELL
$63.58 - $71.15 $15,259 - $17,076
-240 Reduced 1.32%
17,904 $1.17 Million
Q3 2024

Nov 14, 2024
SELL
$59.25 - $65.33 $156,183 - $172,209
-2,636 Reduced 12.69%
18,144 $1.18 Million
Q2 2024

Aug 14, 2024
SELL
$57.42 - $62.37 $105,021 - $114,074
-1,829 Reduced 8.09%
20,780 $1.25 Million
Q4 2023

Feb 14, 2024
SELL
$48.83 - $60.51 $41,505 - $51,433
-850 Reduced 3.62%
22,609 $1.35 Million
Q3 2023

Nov 14, 2023
BUY
$51.84 - $57.67 $95,333 - $106,055
1,839 Added 8.51%
23,459 $1.23 Million
Q1 2023

May 12, 2023
BUY
$50.35 - $57.8 $455,315 - $522,685
9,043 Added 71.9%
21,620 $1.14 Million
Q3 2022

Nov 14, 2022
SELL
$46.47 - $55.84 $26,952 - $32,387
-580 Reduced 4.41%
12,577 $585,000
Q2 2022

Aug 15, 2022
BUY
$46.65 - $56.4 $27,057 - $32,712
580 Added 4.61%
13,157 $632,000
Q1 2022

May 16, 2022
BUY
$53.45 - $60.82 $252,765 - $287,617
4,729 Added 60.26%
12,577 $705,000
Q2 2021

Aug 16, 2021
BUY
$56.37 - $58.95 $442,391 - $462,639
7,848 New
7,848 $458,000

Others Institutions Holding DFAS

# of Institutions
852
Shares Held
133M
Call Options Held
0
Put Options Held
0
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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