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

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

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 9,791 shares of DFAS stock, worth $657,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,791
Previous 9,790 0.01%
Holding current value
$657,465
Previous $584,000 6.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$52.31 - $63.72 $52 - $63
1 Added 0.01%
9,791 $623,000
Q1 2025

May 14, 2025
SELL
$58.81 - $68.2 $92,272 - $107,005
-1,569 Reduced 13.81%
9,790 $584,000
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
869
Shares Held
137M
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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