Falcon Wealth Planning Dimensional ETF Tr U S Equity Transaction History

Falcon Wealth Planning

  • $769 Million
  • Q2 2024

A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Falcon Wealth Planning holds 26,205 shares of DFUS stock, worth $1.61 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
26,205
Previous 26,205 -0.0%
Holding current value
$1.61 Million
Previous $1.49 Million 3.28%
% of portfolio
0.2%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
SELL
$38.86 - $44.32 $14,999 - $17,107
-386 Reduced 1.45%
26,205 $0
Q2 2022

Jul 20, 2022
SELL
$39.62 - $49.51 $314,939 - $393,554
-7,949 Reduced 23.01%
26,591 $1.08 Million
Q4 2021

Jan 24, 2022
SELL
$47.05 - $51.98 $17,737 - $19,596
-377 Reduced 1.08%
34,540 $1.79 Million
Q3 2021

Oct 19, 2021
BUY
$46.48 - $49.7 $271,164 - $289,949
5,834 Added 20.06%
34,917 $1.65 Million
Q2 2021

Aug 10, 2021
BUY
$45.75 - $47.12 $1.33 Million - $1.37 Million
29,083 New
29,083 $1.37 Million

Others Institutions Holding DFUS

# of Institutions
625
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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