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

Beta Wealth Group, Inc.

$199 Million
Q1 2025

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 3,980 shares of DFUS stock, worth $257,187. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,980

Previous 5,114 22.17%

Holding current value

$257,187

Previous $326,000 26.38%

% of portfolio

0.12%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$59.61 - $66.71 $67,597 - $75,649	-1,134 Reduced 22.17%	3,980 $240,000
Q4 2024 Jan 31, 2025	BUY	$61.52 - $66.5 $369 - $399	6 Added 0.12%	5,114 $326,000
Q3 2024 Nov 01, 2024	SELL	$56.04 - $62.2 $7,621 - $8,459	-136 Reduced 2.59%	5,108 $317,000
Q2 2024 Aug 12, 2024	BUY	$53.83 - $59.14 $19,055 - $20,935	354 Added 7.24%	5,244 $308,000
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

762

Shares Held

183M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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