A detailed history of Black Diamond Wealth Management Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 3,677 shares of DFUS stock, worth $237,865. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,677
Previous 3,830 3.99%
Holding current value
$237,865
Previous $225,000 1.33%
% of portfolio
0.17%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$56.04 - $62.2 $8,574 - $9,516
-153 Reduced 3.99%
3,677 $228,000
Q2 2024

Aug 13, 2024

SELL
$53.83 - $59.14 $11,142 - $12,241
-207 Reduced 5.13%
3,830 $225,000
Q1 2024

May 13, 2024

SELL
$50.79 - $56.98 $3,809 - $4,273
-75 Reduced 1.82%
4,037 $230,000
Q4 2023

Feb 09, 2024

BUY
$44.51 - $52.0 $183,025 - $213,824
4,112 New
4,112 $213,000
Q2 2023

Jul 31, 2023

BUY
$43.77 - $48.16 $188,386 - $207,280
4,304 New
4,304 $207,000
Q4 2022

Jan 17, 2023

BUY
$38.86 - $44.32 $184,623 - $210,564
4,751 New
4,751 $0

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Black Diamond Wealth Management Inc. Portfolio

Follow Black Diamond Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Diamond Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Wealth Management Inc. with notifications on news.