Divergent Planning, LLC Dimensional ETF Tr U S Small C Transaction History

Divergent Planning, LLC

$371 Million
Q4 2025

A detailed history of Divergent Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Divergent Planning, LLC holds 361,021 shares of DFAS stock, worth $24.2 Million. This represents 6.53% of its overall portfolio holdings.

Number of Shares

361,021

Previous 353,779 2.05%

Holding current value

$24.2 Million

Previous $24.2 Million 0.09%

% of portfolio

6.53%

Previous 6.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$66.04 - $69.67 $478,261 - $504,550	7,242 Added 2.05%	361,021 $24.2 Million
Q3 2025 Oct 27, 2025	BUY	$63.41 - $69.69 $775,757 - $852,587	12,234 Added 3.58%	353,779 $24.2 Million
Q2 2025 Jul 30, 2025	BUY	$52.31 - $63.72 $15.9 Million - $19.4 Million	304,556 Added 823.37%	341,545 $21.8 Million
Q2 2025 Jul 09, 2025	SELL	$52.31 - $63.72 $22.7 Million - $27.7 Million	-434,581 Reduced 92.16%	36,989 $2.36 Million
Q1 2025 Apr 09, 2025	BUY	$58.81 - $68.2 $950,546 - $1.1 Million	16,163 Added 3.55%	471,570 $28.2 Million

Q4 2024 Jan 16, 2025	BUY	$63.58 - $71.15 $18.9 Million - $21.1 Million	296,739 Added 187.02%	455,407 $29.6 Million
Q3 2024 Oct 07, 2024	BUY	$59.25 - $65.33 $401,181 - $442,349	6,771 Added 4.46%	158,668 $10.3 Million
Q2 2024 Jul 12, 2024	BUY	$57.42 - $62.37 $301,684 - $327,691	5,254 Added 3.58%	151,897 $9.13 Million
Q1 2024 Apr 12, 2024	BUY	$56.66 - $62.34 $8.31 Million - $9.14 Million	146,643 New	146,643 $9.14 Million

Others Institutions Holding DFAS

# of Institutions

874

Shares Held

137M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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Divergent Planning, LLC Dimensional ETF Tr U S Small C Transaction History