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

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,962 shares of DFAS stock, worth $668,749. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,962

Previous 9,045 10.14%

Holding current value

$668,749

Previous $586,000 10.58%

% of portfolio

0.25%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$63.58 - $71.15 $58,302 - $65,244	917 Added 10.14%	9,962 $648,000
Q3 2024 Oct 29, 2024	BUY	$59.25 - $65.33 $18,960 - $20,905	320 Added 3.67%	9,045 $586,000
Q2 2024 Jul 24, 2024	BUY	$57.42 - $62.37 $65,171 - $70,789	1,135 Added 14.95%	8,725 $524,000
Q1 2024 Apr 23, 2024	SELL	$56.66 - $62.34 $28,726 - $31,606	-507 Reduced 6.26%	7,590 $473,000
Q4 2023 Feb 08, 2024	BUY	$48.83 - $60.51 $70,608 - $87,497	1,446 Added 21.74%	8,097 $482,000
Q3 2023 Nov 07, 2023	BUY	$51.84 - $57.67 $2,125 - $2,364	41 Added 0.62%	6,651 $349,000
Q2 2023 Jul 31, 2023	BUY	$49.85 - $54.8 $104,485 - $114,860	2,096 Added 46.43%	6,610 $362,000
Q1 2023 Apr 19, 2023	BUY	$50.35 - $57.8 $227,279 - $260,909	4,514 New	4,514 $237,000

Others Institutions Holding DFAS

# of Institutions

719

Shares Held

111M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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