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 9,039 shares of DFUS stock, worth $654,423. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,039
Previous 8,588 5.25%
Holding current value
$654,423
Previous $519 Million 16.63%
% of portfolio
0.22%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025

BUY
$53.65 - $67.02 $24,196 - $30,226
451 Added 5.25%
9,039 $606 Million
Q1 2025

May 16, 2025

BUY
$59.61 - $66.71 $18,598 - $20,813
312 Added 3.77%
8,588 $519 Million
Q4 2024

Feb 05, 2025

BUY
$61.52 - $66.5 $9,043 - $9,775
147 Added 1.81%
8,276 $528 Million
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

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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