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

Delap Wealth Advisory, LLC

$208 Billion
Q2 2025

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 4,658 shares of DFUS stock, worth $322,054. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,658

Previous 4,508 3.33%

Holding current value

$322,054

Previous $273 Million 14.5%

% of portfolio

0.15%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$53.65 - $67.02 $8,047 - $10,053	150 Added 3.33%	4,658 $312 Million
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

788

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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