Delap Wealth Advisory, LLC Dimensional ETF Tr U S Equity Transaction History

Delap Wealth Advisory, LLC

  • $217 Billion
  • Q2 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 9,016 shares of DFUS stock, worth $547,902. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,016
Previous 4,508 100.0%
Holding current value
$547,902
Previous $257 Million 106.56%
% of portfolio
0.24%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$53.83 - $59.14 $242,665 - $266,603
4,508 Added 100.0%
9,016 $531 Million
Q4 2023

Feb 14, 2024
SELL
$44.51 - $52.0 $4,317 - $5,044
-97 Reduced 2.11%
4,508 $234 Million
Q1 2023

May 15, 2023
BUY
$41.24 - $45.43 $189,910 - $209,205
4,605 New
4,605 $205 Million

Others Institutions Holding DFUS

# of Institutions
623
Shares Held
122M
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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