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

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 29,767 shares of DFUS stock, worth $1.95 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

29,767

Previous 30,668 2.94%

Holding current value

$1.95 Million

Previous $1.91 Million 0.47%

% of portfolio

0.3%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$61.52 - $66.5 $55,429 - $59,916	-901 Reduced 2.94%	29,767 $1.9 Million
Q1 2023 Apr 14, 2023	BUY	$41.24 - $45.43 $64,045 - $70,552	1,553 Added 5.33%	30,668 $1.36 Million
Q4 2022 Jan 11, 2023	SELL	$38.86 - $44.32 $47,176 - $53,804	-1,214 Reduced 4.0%	29,115 $0
Q3 2022 Oct 13, 2022	SELL	$38.82 - $46.57 $53,532 - $64,220	-1,379 Reduced 4.35%	30,329 $1.18 Million
Q2 2022 Jul 26, 2022	BUY	$39.62 - $49.51 $1.26 Million - $1.57 Million	31,708 New	31,708 $1.29 Million
Q1 2022 Apr 19, 2022	SELL	$45.16 - $52.01 $1.58 Million - $1.82 Million	-34,969 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$47.05 - $51.98 $118,895 - $131,353	-2,527 Reduced 6.74%	34,969 $1.81 Million
Q3 2021 Oct 14, 2021	SELL	$46.48 - $49.7 $10,922 - $11,679	-235 Reduced 0.62%	37,496 $1.77 Million
Q2 2021 Jul 23, 2021	BUY	$45.75 - $47.12 $1.73 Million - $1.78 Million	37,731 New	37,731 $1.78 Million

Others Institutions Holding DFUS

# of Institutions

698

Shares Held

144M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

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