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

Black Diamond Wealth Management Inc.

$121 Million
Q1 2025

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 3,514 shares of DFUS stock, worth $242,852. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,514

Previous 3,677 4.43%

Holding current value

$242,852

Previous $234,000 9.4%

% of portfolio

0.17%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$59.61 - $66.71 $9,716 - $10,873	-163 Reduced 4.43%	3,514 $212,000
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

780

Shares Held

194M

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