Western Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,152 shares of DFAS stock, worth $477,324. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,152
Previous 6,828 4.75%
Holding current value
$477,324
Previous $410,000 12.93%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$59.25 - $65.33 $19,197 - $21,166
324 Added 4.75%
7,152 $463,000
Q2 2024

Jul 19, 2024
SELL
$57.42 - $62.37 $9,933 - $10,790
-173 Reduced 2.47%
6,828 $410,000
Q1 2024

May 02, 2024
BUY
$56.66 - $62.34 $226 - $249
4 Added 0.06%
7,001 $436,000
Q4 2023

Jan 31, 2024
BUY
$48.83 - $60.51 $18,897 - $23,417
387 Added 5.85%
6,997 $417,000
Q3 2023

Nov 07, 2023
SELL
$51.84 - $57.67 $3,836 - $4,267
-74 Reduced 1.11%
6,610 $346,000
Q2 2023

Aug 30, 2023
SELL
$49.85 - $54.8 $38,334 - $42,141
-769 Reduced 10.32%
6,684 $366,000
Q1 2023

Aug 30, 2023
BUY
$50.35 - $57.8 $352 - $404
7 Added 0.09%
7,453 $392,000
Q4 2022

Feb 02, 2023
SELL
$47.77 - $54.73 $45,620 - $52,267
-955 Reduced 11.37%
7,446 $380,000
Q3 2022

Nov 04, 2022
SELL
$46.47 - $55.84 $48,886 - $58,743
-1,052 Reduced 11.13%
8,401 $390,000
Q2 2022

Jul 18, 2022
BUY
$46.65 - $56.4 $440,982 - $533,149
9,453 New
9,453 $456,000
Q1 2022

May 10, 2022
SELL
$53.45 - $60.82 $234,431 - $266,756
-4,386 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$56.67 - $63.93 $248,554 - $280,396
4,386 New
4,386 $262,000

Others Institutions Holding DFAS

# of Institutions
742
Shares Held
113M
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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