David Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History

David Wealth Management LLC

  • $120 Billion
  • Q1 2025

A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, David Wealth Management LLC holds 183,404 shares of DFUS stock, worth $11 Million. This represents 9.28% of its overall portfolio holdings.

Number of Shares
183,404
Previous 180,737 1.48%
Holding current value
$11 Million
Previous $11.5 Billion 3.73%
% of portfolio
9.28%
Previous 9.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$59.61 - $66.71 $158,979 - $177,915
2,667 Added 1.48%
183,404 $11.1 Billion
Q4 2024

Jan 29, 2025
BUY
$61.52 - $66.5 $11.1 Million - $12 Million
180,737 New
180,737 $11.5 Billion

Others Institutions Holding DFUS

# of Institutions
745
Shares Held
163M
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 David Wealth Management LLC Portfolio

Follow David Wealth Management LLC 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 David Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email