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

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 350,393 shares of DFAS stock, worth $23.4 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
350,393
Previous 357,009 1.85%
Holding current value
$23.4 Million
Previous $23.2 Million 1.52%
% of portfolio
0.54%
Previous 0.54%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$63.58 - $71.15 $420,645 - $470,728
-6,616 Reduced 1.85%
350,393 $22.8 Million
Q3 2024

Nov 14, 2024
SELL
$59.25 - $65.33 $489,523 - $539,756
-8,262 Reduced 2.26%
357,009 $23.2 Million
Q2 2024

Aug 09, 2024
SELL
$57.42 - $62.37 $554,504 - $602,307
-9,657 Reduced 2.58%
365,271 $21.9 Million
Q1 2024

Apr 19, 2024
SELL
$56.66 - $62.34 $680,316 - $748,516
-12,007 Reduced 3.1%
374,928 $23.4 Million
Q4 2023

Jan 11, 2024
SELL
$48.83 - $60.51 $2.93 Million - $3.63 Million
-59,982 Reduced 13.42%
386,935 $23.1 Million
Q3 2023

Oct 25, 2023
SELL
$51.84 - $57.67 $2.42 Million - $2.69 Million
-46,718 Reduced 9.46%
446,917 $23.5 Million
Q2 2023

Aug 08, 2023
BUY
$49.85 - $54.8 $871,427 - $957,958
17,481 Added 3.67%
493,635 $27.1 Million
Q1 2023

Apr 26, 2023
SELL
$50.35 - $57.8 $526,862 - $604,819
-10,464 Reduced 2.15%
476,154 $25.1 Million
Q4 2022

Feb 02, 2023
SELL
$47.77 - $54.73 $815,099 - $933,857
-17,063 Reduced 3.39%
486,618 $24.9 Million
Q3 2022

Oct 13, 2022
SELL
$46.47 - $55.84 $564,471 - $678,288
-12,147 Reduced 2.35%
503,681 $23.4 Million
Q2 2022

Jul 22, 2022
BUY
$46.65 - $56.4 $24.1 Million - $29.1 Million
515,828 New
515,828 $24.8 Million

Others Institutions Holding DFAS

# of Institutions
742
Shares Held
113M
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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