Focused Wealth Management, Inc Dimensional ETF Tr U S Equity Transaction History

Focused Wealth Management, Inc

$906 Million
Q3 2025

A detailed history of Focused Wealth Management, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Focused Wealth Management, Inc holds 5,022 shares of DFUS stock, worth $368,213. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,022

Previous 5,010 0.24%

Holding current value

$368,213

Previous $335,000 8.36%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$67.01 - $72.84 $804 - $874	12 Added 0.24%	5,022 $363,000
Q2 2025 Jul 15, 2025	BUY	$53.65 - $67.02 $751 - $938	14 Added 0.28%	5,010 $335,000
Q1 2025 May 01, 2025	BUY	$59.61 - $66.71 $655 - $733	11 Added 0.22%	4,996 $302,000
Q4 2024 Jan 28, 2025	BUY	$61.52 - $66.5 $1,107 - $1,197	18 Added 0.36%	4,985 $317,000
Q3 2024 Oct 30, 2024	BUY	$56.04 - $62.2 $672 - $746	12 Added 0.24%	4,967 $308,000
Q2 2024 Jul 30, 2024	SELL	$53.83 - $59.14 $1,130 - $1,241	-21 Reduced 0.42%	4,955 $291,000
Q1 2024 May 08, 2024	SELL	$50.79 - $56.98 $18,030 - $20,227	-355 Reduced 6.66%	4,976 $283,000
Q4 2022 Jan 13, 2023	BUY	$38.86 - $44.32 $207,162 - $236,269	5,331 New	5,331 $0

Others Institutions Holding DFUS

# of Institutions

820

Shares Held

197M

Call Options Held

3.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Focused Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Focused Wealth Management, Inc with notifications on news.

Account

Focused Wealth Management, Inc Dimensional ETF Tr U S Equity Transaction History