Kingsview Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 35,609 shares of DFAS stock, worth $2.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
35,609
Previous 31,218 14.07%
Holding current value
$2.39 Million
Previous $2.02 Million 14.48%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 28, 2025
BUY
$63.58 - $71.15 $279,179 - $312,419
4,391 Added 14.07%
35,609 $2.32 Million
Q3 2024

Nov 12, 2024
BUY
$59.25 - $65.33 $882,588 - $973,155
14,896 Added 91.26%
31,218 $2.02 Million
Q2 2024

Aug 14, 2024
BUY
$57.42 - $62.37 $88,197 - $95,800
1,536 Added 10.39%
16,322 $980,000
Q1 2024

May 09, 2024
BUY
$56.66 - $62.34 $10,425 - $11,470
184 Added 1.26%
14,786 $921,000
Q4 2023

Feb 08, 2024
BUY
$48.83 - $60.51 $713,015 - $883,567
14,602 New
14,602 $870,000

Others Institutions Holding DFAS

# of Institutions
719
Shares Held
111M
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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