Diversify Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 14,154 shares of DFUS stock, worth $965,868. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,154

Previous 10,154 39.39%

Holding current value

$965,868

Previous $642 Million 32.25%

% of portfolio

0.05%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$59.61 - $66.71 $238,440 - $266,840	4,000 Added 39.39%	14,154 $849 Million
Q4 2024 Jan 16, 2025	SELL	$61.52 - $66.5 $198,217 - $214,263	-3,222 Reduced 24.09%	10,154 $642 Million
Q3 2024 Oct 24, 2024	BUY	$56.04 - $62.2 $40,516 - $44,970	723 Added 5.71%	13,376 $846 Million
Q2 2024 Jul 12, 2024	SELL	$53.83 - $59.14 $169,672 - $186,409	-3,152 Reduced 19.94%	12,653 $759 Million
Q1 2024 Apr 30, 2024	BUY	$50.79 - $56.98 $802,735 - $900,568	15,805 New	15,805 $899 Million

Others Institutions Holding DFUS

# of Institutions

776

Shares Held

194M

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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Diversify Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History