Investment Planning Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 69,100 shares of DFAS stock, worth $4.68 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
69,100
Previous 81,284 14.99%
Holding current value
$4.68 Million
Previous $5.27 Million 14.7%
% of portfolio
2.25%
Previous 2.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$63.58 - $71.15 $774,658 - $866,891
-12,184 Reduced 14.99%
69,100 $4.5 Million
Q2 2024

Jul 22, 2024
BUY
$57.42 - $62.37 $4.67 Million - $5.07 Million
81,284 New
81,284 $4.88 Billion

Others Institutions Holding DFAS

# of Institutions
707
Shares Held
108M
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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