Walter & Keenan Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History

Walter & Keenan Wealth Management LLC

  • $328 Million
  • Q4 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 27,953 shares of DFAS stock, worth $1.86 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
27,953
Previous 27,925 0.1%
Holding current value
$1.86 Million
Previous $1.81 Million 0.44%
% of portfolio
0.55%
Previous 0.55%

Shares

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

Jan 29, 2025
BUY
$63.58 - $71.15 $1,780 - $1,992
28 Added 0.1%
27,953 $1.82 Million
Q3 2024

Oct 25, 2024
BUY
$59.25 - $65.33 $681,197 - $751,099
11,497 Added 69.98%
27,925 $1.81 Million
Q2 2024

Jul 15, 2024
BUY
$57.42 - $62.37 $212,396 - $230,706
3,699 Added 29.06%
16,428 $986,000
Q1 2024

Apr 30, 2024
BUY
$56.66 - $62.34 $466,821 - $513,619
8,239 Added 183.5%
12,729 $793,000
Q4 2023

Jan 25, 2024
BUY
$48.83 - $60.51 $219,246 - $271,689
4,490 New
4,490 $267,000

Others Institutions Holding DFAS

# of Institutions
771
Shares Held
117M
Call Options Held
0
Put Options Held
200
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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