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

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,657 shares of DFAS stock, worth $581,317. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,657
Previous 8,652 0.06%
Holding current value
$581,317
Previous $551,000 7.44%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$63.41 - $69.69 $317 - $348
5 Added 0.06%
8,657 $592,000
Q2 2025

Jul 15, 2025
BUY
$52.31 - $63.72 $8,108 - $9,876
155 Added 1.82%
8,652 $551,000
Q1 2025

Apr 23, 2025
BUY
$58.81 - $68.2 $235 - $272
4 Added 0.05%
8,497 $507,000
Q4 2024

Jan 22, 2025
BUY
$63.58 - $71.15 $539,984 - $604,276
8,493 New
8,493 $552,000
Q3 2023

Oct 30, 2023
SELL
$51.84 - $57.67 $34,836 - $38,754
-672 Reduced 14.55%
3,947 $207,000
Q2 2023

Aug 02, 2023
BUY
$49.85 - $54.8 $230,257 - $253,121
4,619 New
4,619 $253,000

Others Institutions Holding DFAS

# of Institutions
869
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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