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

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024

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 149,272 shares of DFUS stock, worth $9.64 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
149,272
Previous 12,582 1086.39%
Holding current value
$9.64 Million
Previous $795,000 1097.74%
% of portfolio
2.26%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
655
Shares Held
135M
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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