Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr U S Equity Transaction History

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 287,941 shares of DFUS stock, worth $19.9 Million. This represents 10.74% of its overall portfolio holdings.

Number of Shares
287,941
Previous 266,047 8.23%
Holding current value
$19.9 Million
Previous $16.1 Million 19.93%
% of portfolio
10.74%
Previous 9.65%

Shares

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

Jul 24, 2025
BUY
$53.65 - $67.02 $1.17 Million - $1.47 Million
21,894 Added 8.23%
287,941 $19.3 Million
Q1 2025

Apr 28, 2025
BUY
$59.61 - $66.71 $73,022 - $81,719
1,225 Added 0.46%
266,047 $16.1 Million
Q4 2024

Jan 27, 2025
BUY
$61.52 - $66.5 $288,713 - $312,084
4,693 Added 1.8%
264,822 $16.9 Million
Q3 2024

Oct 21, 2024
SELL
$56.04 - $62.2 $197,428 - $219,130
-3,523 Reduced 1.34%
260,129 $16.2 Million
Q2 2024

Jul 22, 2024
BUY
$53.83 - $59.14 $396,134 - $435,211
7,359 Added 2.87%
263,652 $15.5 Million
Q1 2024

May 07, 2024
SELL
$50.79 - $56.98 $34,232 - $38,404
-674 Reduced 0.26%
256,293 $14.6 Million
Q4 2023

Feb 08, 2024
BUY
$44.51 - $52.0 $480,262 - $561,080
10,790 Added 4.38%
256,967 $13.3 Million
Q3 2023

Nov 09, 2023
BUY
$46.29 - $49.87 $446,281 - $480,796
9,641 Added 4.08%
246,177 $11.5 Million
Q2 2023

Aug 01, 2023
BUY
$43.77 - $48.16 $767,857 - $844,870
17,543 Added 8.01%
236,536 $11.4 Million
Q1 2023

Apr 26, 2023
BUY
$41.24 - $45.43 $242,037 - $266,628
5,869 Added 2.75%
218,993 $9.73 Million
Q4 2022

Feb 06, 2023
BUY
$38.86 - $44.32 $1.13 Million - $1.29 Million
29,029 Added 15.77%
213,124 $8.87 Million
Q3 2022

Nov 09, 2022
BUY
$38.82 - $46.57 $379,970 - $455,827
9,788 Added 5.62%
184,095 $7.15 Million
Q2 2022

Aug 02, 2022
BUY
$39.62 - $49.51 $158,044 - $197,495
3,989 Added 2.34%
174,307 $7.1 Million
Q1 2022

May 05, 2022
BUY
$45.16 - $52.01 $922,167 - $1.06 Million
20,420 Added 13.62%
170,318 $8.35 Million
Q4 2021

Feb 10, 2022
BUY
$47.05 - $51.98 $7.05 Million - $7.79 Million
149,898 New
149,898 $7.75 Million

Others Institutions Holding DFUS

# of Institutions
780
Shares Held
194M
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
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