Wingate Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Wingate Wealth Advisors, Inc.

$179 Billion
Q4 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 10,727 shares of DFAS stock, worth $720,318. This represents 0.42% of its overall portfolio holdings.

Number of Shares

10,727

Previous 10,698 0.27%

Holding current value

$720,318

Previous $732 Million 2.05%

% of portfolio

0.42%

Previous 0.51%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$66.04 - $69.67 $1,915 - $2,020	29 Added 0.27%	10,727 $747 Million
Q3 2025 Oct 23, 2025	BUY	$63.41 - $69.69 $3,550 - $3,902	56 Added 0.53%	10,698 $732 Million
Q2 2025 Jul 29, 2025	BUY	$52.31 - $63.72 $169,170 - $206,070	3,234 Added 43.66%	10,642 $678 Million
Q1 2025 Apr 23, 2025	SELL	$58.81 - $68.2 $9,703 - $11,253	-165 Reduced 2.18%	7,408 $443 Million
Q4 2024 Jan 28, 2025	BUY	$63.58 - $71.15 $481,491 - $538,818	7,573 New	7,573 $493 Million

Others Institutions Holding DFAS

# of Institutions

894

Shares Held

139M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Wingate Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History