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

Delap Wealth Advisory, LLC

  • $158 Billion
  • Q3 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 4,508 shares of DFUS stock, worth $291,622. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,508
Previous 9,016 50.0%
Holding current value
$291,622
Previous $531 Million 47.15%
% of portfolio
0.18%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$56.04 - $62.2 $252,628 - $280,397
-4,508 Reduced 50.0%
4,508 $280 Million
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
645
Shares Held
133M
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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