Independent Wealth Network Inc. Dimensional ETF Tr U S Equity Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Independent Wealth Network Inc. holds 65,309 shares of DFUS stock, worth $4.22 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

65,309

Previous 61,446 6.29%

Holding current value

$4.22 Million

Previous $3.92 Million 0.77%

% of portfolio

1.67%

Previous 1.67%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$59.61 - $66.71 $230,273 - $257,700	3,863 Added 6.29%	65,309 $3.95 Million
Q4 2024 Jan 17, 2025	BUY	$61.52 - $66.5 $208,429 - $225,302	3,388 Added 5.84%	61,446 $3.92 Million
Q3 2024 Oct 15, 2024	BUY	$56.04 - $62.2 $223,151 - $247,680	3,982 Added 7.36%	58,058 $3.61 Million
Q2 2024 Jul 18, 2024	BUY	$53.83 - $59.14 $353,017 - $387,840	6,558 Added 13.8%	54,076 $3.18 Million
Q1 2024 May 20, 2024	BUY	$50.79 - $56.98 $2.41 Million - $2.71 Million	47,518 New	47,518 $2.71 Million
Q4 2023 Jan 12, 2024	SELL	$44.51 - $52.0 $28,486 - $33,280	-640 Reduced 1.51%	41,863 $2.17 Million
Q3 2023 Oct 11, 2023	BUY	$46.29 - $49.87 $27,172 - $29,273	587 Added 1.4%	42,503 $1.98 Million
Q2 2023 Jul 12, 2023	BUY	$43.77 - $48.16 $70,250 - $77,296	1,605 Added 3.98%	41,916 $2.02 Million
Q1 2023 Apr 18, 2023	SELL	$41.24 - $45.43 $1,237 - $1,362	-30 Reduced 0.07%	40,311 $1.79 Million
Q4 2022 Jan 25, 2023	BUY	$38.86 - $44.32 $194,649 - $221,998	5,009 Added 14.18%	40,341 $0
Q3 2022 Oct 17, 2022	SELL	$38.82 - $46.57 $24,495 - $29,385	-631 Reduced 1.75%	35,332 $1.37 Million
Q2 2022 Jul 26, 2022	BUY	$39.62 - $49.51 $96,633 - $120,754	2,439 Added 7.28%	35,963 $1.47 Million
Q1 2022 Apr 20, 2022	BUY	$45.16 - $52.01 $189,130 - $217,817	4,188 Added 14.28%	33,524 $1.64 Million
Q4 2021 Feb 10, 2022	BUY	$47.05 - $51.98 $51,755 - $57,178	1,100 Added 3.9%	29,336 $1.52 Million
Q3 2021 Nov 04, 2021	BUY	$46.48 - $49.7 $1.31 Million - $1.4 Million	28,236 New	28,236 $1.44 Million

Others Institutions Holding DFUS

# of Institutions

761

Shares Held

183M

Call Options Held

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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Dimensional ETF Tr U S Equity Transaction History