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

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,302 shares of DFAS stock, worth $356,029. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,302
Previous 5,302 -0.0%
Holding current value
$356,029
Previous $362,000 1.66%
% of portfolio
0.03%
Previous 0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 17, 2023
BUY
$51.84 - $57.67 $274,855 - $305,766
5,302 New
5,302 $278,000

Others Institutions Holding DFAS

# of Institutions
871
Shares Held
137M
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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