Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 14,596 shares of DFAS stock, worth $988,003. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,596
Previous 14,101 3.51%
Holding current value
$988,003
Previous $847 Million 11.75%
% of portfolio
0.29%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$59.25 - $65.33 $29,328 - $32,338
495 Added 3.51%
14,596 $947 Million
Q2 2024

Aug 08, 2024
BUY
$57.42 - $62.37 $100,657 - $109,334
1,753 Added 14.2%
14,101 $847 Million
Q1 2024

May 09, 2024
BUY
$56.66 - $62.34 $64,479 - $70,942
1,138 Added 10.15%
12,348 $770 Million
Q4 2023

Feb 13, 2024
BUY
$48.83 - $60.51 $32,716 - $40,541
670 Added 6.36%
11,210 $668 Million
Q3 2023

Nov 14, 2023
BUY
$51.84 - $57.67 $546,393 - $607,841
10,540 New
10,540 $553 Million

Others Institutions Holding DFAS

# of Institutions
707
Shares Held
108M
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 Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, 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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email