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

Delap Wealth Advisory, LLC

  • $167 Billion
  • Q4 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 $271,111. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,508
Previous 4,508 -0.0%
Holding current value
$271,111
Previous $280 Million 2.49%
% of portfolio
0.17%
Previous 0.18%

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
734
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 Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, 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 Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email