Bernardo Wealth Planning LLC Dimensional ETF Tr U S Equity Transaction History

Bernardo Wealth Planning LLC

$461 Million
Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 242,876 shares of DFUS stock, worth $17.2 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

242,876

Previous 158,526 53.21%

Holding current value

$17.2 Million

Previous $9.59 Million 69.77%

% of portfolio

3.53%

Previous 2.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$53.65 - $67.02 $4.53 Million - $5.65 Million	84,350 Added 53.21%	242,876 $16.3 Million
Q1 2025 Apr 22, 2025	BUY	$59.61 - $66.71 $551,630 - $617,334	9,254 Added 6.2%	158,526 $9.59 Million
Q4 2024 Jan 16, 2025	BUY	$61.52 - $66.5 $8.41 Million - $9.09 Million	136,690 Added 1086.39%	149,272 $9.52 Million
Q3 2024 Oct 18, 2024	BUY	$56.04 - $62.2 $459,415 - $509,915	8,198 Added 187.0%	12,582 $795,000
Q2 2024 Jul 10, 2024	BUY	$53.83 - $59.14 $235,990 - $259,269	4,384 New	4,384 $257,000

Others Institutions Holding DFUS

# of Institutions

807

Shares Held

197M

Call Options Held

3.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Bernardo Wealth Planning LLC Dimensional ETF Tr U S Equity Transaction History