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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

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 8,493 shares of DFAS stock, worth $536,927. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,493
Holding current value
$536,927
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
777
Shares Held
118M
Call Options Held
0
Put Options Held
200
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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