Steward Partners Investment Advisory, LLC Dimensional ETF Tr U S Small C Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,770 shares of DFAS stock, worth $182,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,770
Previous 2,762 0.29%
Holding current value
$182,930
Previous $179,000 0.56%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$63.58 - $71.15 $508 - $569
8 Added 0.29%
2,770 $180,000
Q3 2024

Nov 14, 2024
SELL
$59.25 - $65.33 $4.33 Million - $4.78 Million
-73,114 Reduced 96.36%
2,762 $179,000
Q2 2024

Aug 08, 2024
SELL
$57.42 - $62.37 $194,538 - $211,309
-3,388 Reduced 4.27%
75,876 $4.56 Million
Q1 2024

May 15, 2024
SELL
$56.66 - $62.34 $512,886 - $564,301
-9,052 Reduced 10.25%
79,264 $4.94 Million
Q4 2023

Feb 12, 2024
BUY
$48.83 - $60.51 $725,076 - $898,512
14,849 Added 20.21%
88,316 $5.27 Million
Q3 2023

Nov 13, 2023
BUY
$51.84 - $57.67 $3.76 Million - $4.19 Million
72,625 Added 8625.3%
73,467 $3.86 Million
Q4 2022

Feb 15, 2023
SELL
$47.77 - $54.73 $14,331 - $16,419
-300 Reduced 26.27%
842 $43,000
Q2 2021

Aug 13, 2021
BUY
$56.37 - $58.95 $64,374 - $67,320
1,142 New
1,142 $67,000

Others Institutions Holding DFAS

# of Institutions
758
Shares Held
114M
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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