Drive Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Drive Wealth Management, LLC

$367 Million
Q2 2024

A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Drive Wealth Management, LLC holds 22,773 shares of DFUS stock, worth $1.42 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

22,773

Previous 24,530 7.16%

Holding current value

$1.42 Million

Previous $1.4 Million 4.08%

% of portfolio

0.37%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$53.83 - $59.14 $94,579 - $103,908	-1,757 Reduced 7.16%	22,773 $1.34 Million
Q1 2024 Apr 22, 2024	SELL	$50.79 - $56.98 $443,853 - $497,948	-8,739 Reduced 26.27%	24,530 $1.4 Million
Q4 2023 Jan 22, 2024	SELL	$44.51 - $52.0 $571,775 - $667,992	-12,846 Reduced 27.86%	33,269 $1.72 Million
Q3 2023 Oct 10, 2023	SELL	$46.29 - $49.87 $793,271 - $854,622	-17,137 Reduced 27.09%	46,115 $2.15 Million
Q2 2023 Jul 14, 2023	SELL	$43.77 - $48.16 $1.46 Million - $1.61 Million	-33,431 Reduced 34.58%	63,252 $3.05 Million
Q1 2023 Apr 13, 2023	BUY	$41.24 - $45.43 $906,125 - $998,187	21,972 Added 29.41%	96,683 $4.3 Million
Q4 2022 Jan 27, 2023	BUY	$38.86 - $44.32 $1.12 Million - $1.28 Million	28,805 Added 62.75%	74,711 $0
Q3 2022 Nov 14, 2022	BUY	$38.82 - $46.57 $955,631 - $1.15 Million	24,617 Added 115.63%	45,906 $1.78 Million
Q2 2022 Nov 14, 2022	BUY	$39.62 - $49.51 $843,470 - $1.05 Million	21,289 New	21,289 $868,000

Others Institutions Holding DFUS

# of Institutions

625

Shares Held

122M

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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Drive Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History