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 195,364 shares of DFUS stock, worth $13.5 Million. This represents 9.75% of its overall portfolio holdings.

Number of Shares
195,364
Previous 183,404 6.52%
Holding current value
$13.5 Million
Previous $11.1 Billion 18.04%
% of portfolio
9.75%
Previous 9.28%

Shares

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

Jul 22, 2025

BUY
$53.65 - $67.02 $641,654 - $801,559
11,960 Added 6.52%
195,364 $13.1 Billion
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

About DIMENSIONAL ETF TR U S EQUITY


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