Exencial Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Exencial Wealth Advisors, LLC

  • $3.02 Billion
  • Q4 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 26,491 shares of DFAS stock, worth $1.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
26,491
Previous 24,291 9.06%
Holding current value
$1.78 Million
Previous $1.66 Million 6.98%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$66.04 - $69.67 $145,288 - $153,274
2,200 Added 9.06%
26,491 $1.78 Million
Q3 2025

Oct 27, 2025
BUY
$63.41 - $69.69 $240,070 - $263,846
3,786 Added 18.46%
24,291 $1.66 Million
Q2 2025

Jul 30, 2025
BUY
$52.31 - $63.72 $159,963 - $194,855
3,058 Added 17.53%
20,505 $1.31 Million
Q1 2025

May 09, 2025
BUY
$58.81 - $68.2 $24,759 - $28,712
421 Added 2.47%
17,447 $1.04 Million
Q4 2024

Feb 06, 2025
BUY
$63.58 - $71.15 $24,796 - $27,748
390 Added 2.34%
17,026 $1.11 Million
Q3 2024

Oct 31, 2024
BUY
$59.25 - $65.33 $58,539 - $64,546
988 Added 6.31%
16,636 $1.08 Million
Q2 2024

Aug 12, 2024
SELL
$57.42 - $62.37 $49,897 - $54,199
-869 Reduced 5.26%
15,648 $940,000
Q1 2024

May 10, 2024
BUY
$56.66 - $62.34 $47,367 - $52,116
836 Added 5.33%
16,517 $1.03 Million
Q4 2023

Feb 13, 2024
BUY
$48.83 - $60.51 $20,752 - $25,716
425 Added 2.79%
15,681 $934,000
Q3 2023

Nov 08, 2023
SELL
$51.84 - $57.67 $289,733 - $322,317
-5,589 Reduced 26.81%
15,256 $800,000
Q2 2023

Aug 10, 2023
BUY
$49.85 - $54.8 $1.04 Million - $1.14 Million
20,845 New
20,845 $1.14 Million

Others Institutions Holding DFAS

# of Institutions
897
Shares Held
139M
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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