Black Diamond Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History

Black Diamond Wealth Management Inc.

$135 Million
Q3 2024

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 $234,813. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,677

Previous 3,830 3.99%

Holding current value

$234,813

Previous $225,000 1.33%

% of portfolio

0.17%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

644

Shares Held

133M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

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.

Account

Black Diamond Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History