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

Aprio Wealth Management, LLC

$577 Million
Q3 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 30,668 shares of DFUS stock, worth $1.94 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

30,668

Previous 30,668 -0.0%

Holding current value

$1.94 Million

Previous $1.8 Million 5.71%

% of portfolio

0.33%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

647

Shares Held

134M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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