Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History

Safeguard Investment Advisory Group, LLC

$364 Million
Q4 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 6,599 shares of DFAS stock, worth $399,173. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,599

Previous 7,273 9.27%

Holding current value

$399,173

Previous $471,000 8.92%

% of portfolio

0.12%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$63.58 - $71.15 $42,852 - $47,955	-674 Reduced 9.27%	6,599 $429,000
Q3 2024 Nov 14, 2024	SELL	$59.25 - $65.33 $21,270 - $23,453	-359 Reduced 4.7%	7,273 $471,000
Q2 2024 Aug 09, 2024	SELL	$57.42 - $62.37 $135,970 - $147,692	-2,368 Reduced 23.68%	7,632 $458,000
Q1 2024 May 13, 2024	SELL	$56.66 - $62.34 $251,570 - $276,789	-4,440 Reduced 30.75%	10,000 $623,000
Q4 2023 Jan 26, 2024	SELL	$48.83 - $60.51 $102,982 - $127,615	-2,109 Reduced 12.74%	14,440 $860,000
Q3 2023 Nov 14, 2023	SELL	$51.84 - $57.67 $111,404 - $123,932	-2,149 Reduced 11.49%	16,549 $868,000
Q2 2023 Aug 01, 2023	SELL	$49.85 - $54.8 $42,671 - $46,908	-856 Reduced 4.38%	18,698 $1.02 Million
Q1 2023 May 04, 2023	SELL	$50.35 - $57.8 $96,520 - $110,802	-1,917 Reduced 8.93%	19,554 $1.03 Million
Q4 2022 Jan 26, 2023	SELL	$47.77 - $54.73 $92,482 - $105,957	-1,936 Reduced 8.27%	21,471 $0
Q3 2022 Oct 25, 2022	SELL	$46.47 - $55.84 $36,060 - $43,331	-776 Reduced 3.21%	23,407 $1.09 Million
Q2 2022 Jul 20, 2022	BUY	$46.65 - $56.4 $1.13 Million - $1.36 Million	24,183 New	24,183 $1.36 Million
Q1 2022 May 04, 2022	SELL	$53.45 - $60.82 $1.2 Million - $1.36 Million	-22,364 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$56.67 - $63.93 $322,055 - $363,314	5,683 Added 34.07%	22,364 $1.34 Million
Q3 2021 Oct 20, 2021	BUY	$54.69 - $59.43 $551,220 - $598,994	10,079 Added 152.67%	16,681 $959,000
Q2 2021 Jul 23, 2021	BUY	$56.37 - $58.95 $372,154 - $389,187	6,602 New	6,602 $385,000

Others Institutions Holding DFAS

# of Institutions

782

Shares Held

119M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History