Creative One Wealth, LLC Dimensional ETF Tr U S Equity Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Creative One Wealth, LLC holds 5,434 shares of DFUS stock, worth $396,192. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,434

Previous 27,853 80.49%

Holding current value

$396,192

Previous $1.87 Million 78.94%

% of portfolio

0.01%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$67.01 - $72.84 $1.5 Million - $1.63 Million	-22,419 Reduced 80.49%	5,434 $393,000
Q2 2025 Aug 12, 2025	BUY	$53.65 - $67.02 $39,969 - $49,929	745 Added 2.75%	27,853 $1.87 Million
Q1 2025 May 14, 2025	SELL	$59.61 - $66.71 $220,855 - $247,160	-3,705 Reduced 12.02%	27,108 $1.64 Million
Q4 2024 Feb 13, 2025	BUY	$61.52 - $66.5 $117,995 - $127,547	1,918 Added 6.64%	30,813 $1.97 Million
Q3 2024 Nov 13, 2024	SELL	$56.04 - $62.2 $99,246 - $110,156	-1,771 Reduced 5.78%	28,895 $1.8 Million

Q2 2024 Aug 14, 2024	SELL	$53.83 - $59.14 $543,306 - $596,900	-10,093 Reduced 24.76%	30,666 $1.81 Million
Q1 2024 May 14, 2024	BUY	$50.79 - $56.98 $2.07 Million - $2.32 Million	40,759 New	40,759 $2.32 Million

Others Institutions Holding DFUS

# of Institutions

833

Shares Held

203M

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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Creative One Wealth, LLC Dimensional ETF Tr U S Equity Transaction History