Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History

Discipline Wealth Solutions, LLC

$182 Million
Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 59,715 shares of DFAS stock, worth $3.91 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

59,715

Previous 51,718 15.46%

Holding current value

$3.91 Million

Previous $3.11 Million 24.65%

% of portfolio

2.13%

Previous 2.45%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 19, 2024	BUY	$59.25 - $65.33 $473,822 - $522,444	7,997 Added 15.46%	59,715 $3.87 Million
Q2 2024 Aug 07, 2024	BUY	$57.42 - $62.37 $482,729 - $524,344	8,407 Added 19.41%	51,718 $3.11 Million
Q1 2024 May 03, 2024	BUY	$56.66 - $62.34 $240,295 - $264,383	4,241 Added 10.85%	43,311 $2.7 Million
Q4 2023 Feb 09, 2024	BUY	$48.83 - $60.51 $1.91 Million - $2.36 Million	39,070 New	39,070 $2.33 Million

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Small C Transaction History