Cape Investment Advisory, Inc. Dimensional ETF Tr U S Equity Transaction History

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 8,129 shares of DFUS stock, worth $533,668. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,129
Previous 6,724 20.9%
Holding current value
$533,668
Previous $396 Million 27.78%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Nov 14, 2024
BUY
$56.04 - $62.2 $78,736 - $87,391
1,405 Added 20.9%
8,129 $506 Million
Q2 2024

Aug 14, 2024
BUY
$53.83 - $59.14 $24,492 - $26,908
455 Added 7.26%
6,724 $396 Million
Q1 2024

Jun 21, 2024
BUY
$50.79 - $56.98 $46,523 - $52,193
916 Added 17.11%
6,269 $357 Million
Q3 2023

Nov 06, 2023
BUY
$46.29 - $49.87 $32,403 - $34,909
700 Added 15.04%
5,353 $249 Million
Q2 2023

Oct 12, 2023
BUY
$43.77 - $48.16 $30,420 - $33,471
695 Added 17.56%
4,653 $224 Million
Q1 2023

Oct 12, 2023
BUY
$41.24 - $45.43 $163,227 - $179,811
3,958 New
3,958 $176 Million

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
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
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, 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 Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email