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

Mbe Wealth Management, LLC

$212 Million
Q3 2025

A detailed history of Mbe Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 6,102 shares of DFAS stock, worth $409,749. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,102

Previous 6,206 1.68%

Holding current value

$409,749

Previous $395,000 5.57%

% of portfolio

0.2%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$63.41 - $69.69 $6,594 - $7,247	-104 Reduced 1.68%	6,102 $417,000
Q2 2025 Jul 16, 2025	BUY	$52.31 - $63.72 $5,754 - $7,009	110 Added 1.8%	6,206 $395,000
Q1 2025 Apr 22, 2025	BUY	$58.81 - $68.2 $110,621 - $128,284	1,881 Added 44.63%	6,096 $364,000
Q4 2024 Jan 22, 2025	BUY	$63.58 - $71.15 $635 - $711	10 Added 0.24%	4,215 $274,000
Q3 2024 Oct 21, 2024	SELL	$59.25 - $65.33 $1,185 - $1,306	-20 Reduced 0.47%	4,205 $272,000

Q2 2024 Jul 19, 2024	BUY	$57.42 - $62.37 $4,651 - $5,051	81 Added 1.95%	4,225 $253,000
Q1 2024 Apr 22, 2024	BUY	$56.66 - $62.34 $4,476 - $4,924	79 Added 1.94%	4,144 $258,000
Q4 2023 Jan 29, 2024	BUY	$48.83 - $60.51 $198,493 - $245,973	4,065 New	4,065 $242,000

Others Institutions Holding DFAS

# of Institutions

869

Shares Held

137M

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