Herold Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Herold Advisors, Inc. holds 68,167 shares of DFUS stock, worth $4.41 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

68,167

Previous 62,045 9.87%

Holding current value

$4.41 Million

Previous $3.65 Million 16.11%

% of portfolio

0.94%

Previous 0.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$56.04 - $62.2 $343,076 - $380,788	6,122 Added 9.87%	68,167 $4.24 Million
Q2 2024 Jul 24, 2024	BUY	$53.83 - $59.14 $1.05 Million - $1.15 Million	19,458 Added 45.69%	62,045 $3.65 Million
Q1 2024 May 10, 2024	BUY	$50.79 - $56.98 $1.76 Million - $1.97 Million	34,611 Added 433.94%	42,587 $2.43 Million
Q4 2023 Feb 02, 2024	BUY	$44.51 - $52.0 $65,919 - $77,012	1,481 Added 22.8%	7,976 $413,000
Q3 2023 Nov 08, 2023	BUY	$46.29 - $49.87 $300,653 - $323,905	6,495 New	6,495 $302,000
Q4 2021 Jan 20, 2022	BUY	$47.05 - $51.98 $295,003 - $325,914	6,270 New	6,270 $324,000

Others Institutions Holding DFUS

# of Institutions

643

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Herold Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History