A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 10,698 shares of DFAS stock, worth $734,952. This represents 0.51% of its overall portfolio holdings.

Number of Shares
10,698
Previous 10,642 0.53%
Holding current value
$734,952
Previous $678 Million 8.02%
% of portfolio
0.51%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$63.41 - $69.69 $3,550 - $3,902
56 Added 0.53%
10,698 $732 Million
Q2 2025

Jul 29, 2025

BUY
$52.31 - $63.72 $169,170 - $206,070
3,234 Added 43.66%
10,642 $678 Million
Q1 2025

Apr 23, 2025

SELL
$58.81 - $68.2 $9,703 - $11,253
-165 Reduced 2.18%
7,408 $443 Million
Q4 2024

Jan 28, 2025

BUY
$63.58 - $71.15 $481,491 - $538,818
7,573 New
7,573 $493 Million

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. 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 Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.