Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr U S Equity Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.65 Billion
Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 63,334 shares of DFUS stock, worth $4.15 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

63,334

Previous 65,246 2.93%

Holding current value

$4.15 Million

Previous $4.06 Million 0.44%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$61.52 - $66.5 $117,626 - $127,148	-1,912 Reduced 2.93%	63,334 $4.04 Million
Q3 2024 Oct 31, 2024	SELL	$56.04 - $62.2 $3,362 - $3,732	-60 Reduced 0.09%	65,246 $4.06 Million
Q1 2024 May 06, 2024	BUY	$50.79 - $56.98 $149,779 - $168,034	2,949 Added 4.73%	65,306 $3.72 Million
Q4 2023 Feb 06, 2024	BUY	$44.51 - $52.0 $130,814 - $152,828	2,939 Added 4.95%	62,357 $3.23 Million
Q3 2023 Nov 02, 2023	SELL	$46.29 - $49.87 $21,108 - $22,740	-456 Reduced 0.76%	59,418 $2.77 Million
Q2 2023 Aug 11, 2023	SELL	$43.77 - $48.16 $22,322 - $24,561	-510 Reduced 0.84%	59,874 $2.88 Million
Q1 2023 May 09, 2023	BUY	$41.24 - $45.43 $78,026 - $85,953	1,892 Added 3.23%	60,384 $2.68 Million
Q4 2022 Feb 07, 2023	SELL	$38.86 - $44.32 $106,087 - $120,993	-2,730 Reduced 4.46%	58,492 $2.43 Million
Q3 2022 Nov 02, 2022	BUY	$38.82 - $46.57 $130,241 - $156,242	3,355 Added 5.8%	61,222 $2.38 Million
Q2 2022 Aug 02, 2022	SELL	$39.62 - $49.51 $38,589 - $48,222	-974 Reduced 1.66%	57,867 $2.36 Million
Q1 2022 May 13, 2022	SELL	$45.16 - $52.01 $82,597 - $95,126	-1,829 Reduced 3.01%	58,841 $2.88 Million
Q2 2021 Aug 12, 2021	BUY	$45.75 - $47.12 $2.78 Million - $2.86 Million	60,670 New	60,670 $2.86 Million

Others Institutions Holding DFUS

# of Institutions

698

Shares Held

144M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr U S Equity Transaction History