Ae Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ae Wealth Management LLC holds 26,291 shares of DFUS stock, worth $1.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,291
Previous 555,597 95.27%
Holding current value
$1.5 Million
Previous $28.8 Million 94.8%
% of portfolio
0.02%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$50.79 - $56.98 $26.9 Million - $30.2 Million
-529,306 Reduced 95.27%
26,291 $1.5 Million
Q4 2023

Feb 14, 2024
SELL
$44.51 - $52.0 $928,790 - $1.09 Million
-20,867 Reduced 3.62%
555,597 $28.8 Million
Q3 2023

Oct 11, 2023
SELL
$46.29 - $49.87 $2.51 Million - $2.71 Million
-54,256 Reduced 8.6%
576,464 $26.8 Million
Q2 2023

Jul 10, 2023
SELL
$43.77 - $48.16 $315,012 - $346,607
-7,197 Reduced 1.13%
630,720 $30.4 Million
Q1 2023

Apr 14, 2023
SELL
$41.24 - $45.43 $1.86 Million - $2.05 Million
-45,060 Reduced 6.6%
637,917 $28.3 Million
Q4 2022

Jan 31, 2023
SELL
$40.71 - $44.32 $3.34 Million - $3.63 Million
-82,017 Reduced 10.72%
682,977 $28.4 Million
Q3 2022

Oct 25, 2022
BUY
$39.83 - $46.57 $4.59 Million - $5.37 Million
115,286 Added 17.74%
764,994 $29.7 Million
Q2 2022

Aug 03, 2022
BUY
$39.62 - $49.51 $25.7 Million - $32.2 Million
649,708 New
649,708 $26.5 Million
Q1 2022

Apr 18, 2022
SELL
$45.16 - $52.01 $1.13 Million - $1.3 Million
-25,004 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$47.05 - $51.98 $452,385 - $499,787
9,615 Added 62.48%
25,004 $1.29 Million
Q3 2021

Nov 01, 2021
SELL
$46.48 - $49.7 $116,711 - $124,796
-2,511 Reduced 14.03%
15,389 $726,000
Q2 2021

Jul 21, 2021
BUY
$45.75 - $47.12 $818,925 - $843,448
17,900 New
17,900 $844,000

Others Institutions Holding DFUS

# of Institutions
592
Shares Held
113M
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
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