Independent Advisor Alliance Dimensional ETF Tr U S Equity Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$53.83 - $59.14 $830,866 - $912,825	-15,435 Reduced 15.97%	81,238 $4.78 Million
Q1 2024 May 08, 2024	BUY	$50.79 - $56.98 $266,647 - $299,145	5,250 Added 5.74%	96,673 $5.51 Million
Q4 2023 Feb 08, 2024	BUY	$44.51 - $52.0 $519,787 - $607,256	11,678 Added 14.64%	91,423 $4.74 Million
Q3 2023 Oct 24, 2023	BUY	$46.29 - $49.87 $2.06 Million - $2.22 Million	44,462 Added 126.02%	79,745 $3.71 Million
Q2 2023 Jul 28, 2023	BUY	$43.77 - $48.16 $985,306 - $1.08 Million	22,511 Added 176.25%	35,283 $1.7 Million
Q1 2023 May 12, 2023	BUY	$41.24 - $45.43 $65,695 - $72,369	1,593 Added 14.25%	12,772 $567,000
Q4 2022 Feb 13, 2023	BUY	$38.86 - $44.32 $434,415 - $495,453	11,179 New	11,179 $465,000

Others Institutions Holding DFUS

# of Institutions

655

Shares Held

135M

Call Options Held

0

Put Options Held

0

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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.