Beacon Financial Advisory LLC Dimensional ETF Tr U S Equity Transaction History

Beacon Financial Advisory LLC

$193 Million
Q1 2024

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 28,418 shares of DFUS stock, worth $1.66 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

28,418

Previous 28,590 0.6%

Holding current value

$1.66 Million

Previous $1.48 Million 9.32%

% of portfolio

0.84%

Previous 0.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$50.79 - $56.98 $8,735 - $9,800	-172 Reduced 0.6%	28,418 $1.62 Million
Q4 2023 Jan 23, 2024	SELL	$44.51 - $52.0 $3,827 - $4,472	-86 Reduced 0.3%	28,590 $1.48 Million
Q3 2023 Oct 25, 2023	BUY	$46.29 - $49.87 $47,632 - $51,316	1,029 Added 3.72%	28,676 $1.33 Million
Q2 2023 Jul 17, 2023	BUY	$43.77 - $48.16 $56,638 - $62,319	1,294 Added 4.91%	27,647 $1.33 Million
Q1 2023 Apr 18, 2023	BUY	$41.24 - $45.43 $284,762 - $313,694	6,905 Added 35.5%	26,353 $1.17 Million

Q4 2022 Jan 20, 2023	BUY	$40.71 - $44.32 $431,933 - $470,235	10,610 Added 120.05%	19,448 $0
Q3 2022 Oct 21, 2022	BUY	$39.83 - $46.57 $1,394 - $1,629	35 Added 0.4%	8,838 $343,000
Q2 2022 Jul 25, 2022	BUY	$39.62 - $49.51 $348,774 - $435,836	8,803 New	8,803 $359,000

Others Institutions Holding DFUS

# of Institutions

603

Shares Held

118M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Beacon Financial Advisory LLC Dimensional ETF Tr U S Equity Transaction History