Valued Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 12,116 shares of DFUS stock, worth $788,872. This represents 0.48% of its overall portfolio holdings.

Number of Shares
12,116
Previous 12,111 0.04%
Holding current value
$788,872
Previous $753 Million 2.53%
% of portfolio
0.48%
Previous 0.49%

Shares

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

Jan 22, 2025
BUY
$61.52 - $66.5 $307 - $332
5 Added 0.04%
12,116 $772 Million
Q3 2024

Oct 28, 2024
SELL
$56.04 - $62.2 $26,450 - $29,358
-472 Reduced 3.75%
12,111 $753 Million
Q2 2024

Jul 16, 2024
BUY
$53.83 - $59.14 $1,991 - $2,188
37 Added 0.29%
12,583 $740 Million
Q1 2024

Apr 30, 2024
BUY
$50.79 - $56.98 $37,229 - $41,766
733 Added 6.21%
12,546 $715 Million
Q4 2023

Jan 05, 2024
BUY
$44.51 - $52.0 $525,796 - $614,276
11,813 New
11,813 $550 Million

Others Institutions Holding DFUS

# of Institutions
723
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email