Whalen Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History

Whalen Wealth Management Inc.

$159 Billion
Q2 2025

A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,790 shares of DFUS stock, worth $331,180. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,790

Previous 4,778 0.25%

Holding current value

$331,180

Previous $289 Million 11.11%

% of portfolio

0.2%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$53.65 - $67.02 $643 - $804	12 Added 0.25%	4,790 $321 Million
Q1 2025 Apr 22, 2025	BUY	$59.61 - $66.71 $655 - $733	11 Added 0.23%	4,778 $289 Million
Q4 2024 Jan 17, 2025	BUY	$61.52 - $66.5 $1,045 - $1,130	17 Added 0.36%	4,767 $304 Million
Q3 2024 Nov 07, 2024	BUY	$56.04 - $62.2 $672 - $746	12 Added 0.25%	4,750 $295 Million
Q2 2024 Aug 01, 2024	BUY	$53.83 - $59.14 $699 - $768	13 Added 0.28%	4,738 $279 Million
Q4 2023 Feb 13, 2024	BUY	$44.51 - $52.0 $210,309 - $245,700	4,725 New	4,725 $245 Million

Others Institutions Holding DFUS

# of Institutions

791

Shares Held

196M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Whalen Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History