Congress Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,359 shares of DFAS stock, worth $683,016. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,359

Previous 9,226 23.12%

Holding current value

$683,016

Previous $598,000 23.58%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$63.58 - $71.15 $135,616 - $151,762	2,133 Added 23.12%	11,359 $739,000
Q3 2024 Nov 12, 2024	SELL	$59.25 - $65.33 $3,732 - $4,115	-63 Reduced 0.68%	9,226 $598,000
Q1 2024 Apr 18, 2024	SELL	$56.66 - $62.34 $119,269 - $131,225	-2,105 Reduced 18.47%	9,289 $579,000
Q4 2023 Feb 09, 2024	BUY	$48.83 - $60.51 $90,091 - $111,640	1,845 Added 19.32%	11,394 $679,000
Q3 2023 Oct 30, 2023	SELL	$51.84 - $57.67 $60,238 - $67,012	-1,162 Reduced 10.85%	9,549 $501,000
Q2 2023 Jul 13, 2023	BUY	$49.85 - $54.8 $697 - $767	14 Added 0.13%	10,711 $586,000
Q1 2023 Apr 14, 2023	BUY	$50.35 - $57.8 $13,695 - $15,721	272 Added 2.61%	10,697 $563,000
Q2 2022 Aug 11, 2022	SELL	$46.65 - $56.4 $1.39 Million - $1.68 Million	-29,860 Reduced 74.12%	10,425 $501,000
Q1 2022 May 16, 2022	BUY	$53.45 - $60.82 $2.15 Million - $2.45 Million	40,285 New	40,285 $2.26 Million

Others Institutions Holding DFAS

# of Institutions

782

Shares Held

119M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History