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

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

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 2,242 shares of DFAS stock, worth $150,550. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,242
Previous 2,196 2.09%
Holding current value
$150,550
Previous $139,000 10.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$63.41 - $69.69 $2,916 - $3,205
46 Added 2.09%
2,242 $153,000
Q2 2025

Aug 12, 2025
BUY
$52.31 - $63.72 $4,550 - $5,543
87 Added 4.13%
2,196 $139,000
Q1 2025

May 13, 2025
SELL
$58.81 - $68.2 $38,873 - $45,080
-661 Reduced 23.86%
2,109 $126,000
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
888
Shares Held
138M
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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email