A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Family Wealth Partners, LLC holds 6,681 shares of DFSU stock, worth $0. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,681
Previous 6,648 0.5%
Holding current value
$0
Previous $207 Million 11.09%
% of portfolio
0.13%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
N/A
33 Added 0.5%
6,681 $230 Million
Q4 2023

Mar 20, 2024

BUY
N/A
6,648 New
6,648 $207 Million

Others Institutions Holding DFSU

About DIMENSIONAL ETF TR DIMEN US SU


  • Ticker DFSU
More about DFSU
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, 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 Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.