Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Small C Transaction History

Fin Dec Wealth Services, Inc.

$158 Billion
Q2 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 51,572 shares of DFAS stock, worth $3.38 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

51,572

Previous 52,525 1.81%

Holding current value

$3.38 Million

Previous $3.27 Billion 5.37%

% of portfolio

1.96%

Previous 2.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$57.42 - $62.37 $54,721 - $59,438	-953 Reduced 1.81%	51,572 $3.1 Billion
Q1 2024 May 13, 2024	SELL	$56.66 - $62.34 $20,850 - $22,941	-368 Reduced 0.7%	52,525 $3.27 Billion
Q4 2023 Feb 07, 2024	SELL	$48.83 - $60.51 $925,621 - $1.15 Million	-18,956 Reduced 26.38%	52,893 $3.15 Billion
Q3 2023 Oct 19, 2023	BUY	$51.84 - $57.67 $30,430 - $33,852	587 Added 0.82%	71,849 $3.77 Billion
Q2 2023 Jul 19, 2023	BUY	$49.85 - $54.8 $95,113 - $104,558	1,908 Added 2.75%	71,262 $3.91 Billion
Q1 2023 May 10, 2023	BUY	$50.35 - $57.8 $85,846 - $98,549	1,705 Added 2.52%	69,354 $3.65 Billion
Q4 2022 Jan 25, 2023	BUY	$47.77 - $54.73 $3.23 Million - $3.7 Million	67,649 New	67,649 $3.46 Billion

Others Institutions Holding DFAS

# of Institutions

673

Shares Held

106M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Small C Transaction History