Institute For Wealth Management, Llc. Dimensional ETF Tr U S Small C Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 17,625 shares of DFAS stock, worth $1.18 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,625
Previous 17,625 -0.0%
Holding current value
$1.18 Million
Previous $1.12 Million 7.49%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$56.66 - $62.34 $295,821 - $325,477
5,221 Added 42.09%
17,625 $1.1 Million
Q2 2021

Jul 21, 2021
BUY
$56.37 - $58.95 $699,213 - $731,215
12,404 New
12,404 $724,000

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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email