Beta Wealth Group, Inc. Dimensional ETF Tr U S Equity Transaction History

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 2024

A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 4,890 shares of DFUS stock, worth $287,776. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,890
Previous 4,993 2.06%
Holding current value
$287,776
Previous $258,000 7.75%
% of portfolio
0.15%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$50.79 - $56.98 $5,231 - $5,868
-103 Reduced 2.06%
4,890 $278,000
Q4 2023

Feb 09, 2024
SELL
$44.51 - $52.0 $25,370 - $29,640
-570 Reduced 10.25%
4,993 $258,000
Q3 2023

Nov 13, 2023
SELL
$46.29 - $49.87 $10,461 - $11,270
-226 Reduced 3.9%
5,563 $258,000
Q2 2023

Aug 11, 2023
SELL
$43.77 - $48.16 $26,524 - $29,184
-606 Reduced 9.48%
5,789 $278,000
Q1 2023

May 09, 2023
BUY
$41.24 - $45.43 $263,729 - $290,524
6,395 New
6,395 $284,000

Others Institutions Holding DFUS

# of Institutions
595
Shares Held
113M
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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