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

Independent Wealth Network Inc.

$234 Million
Q4 2024

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 61,446 shares of DFUS stock, worth $4.04 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

61,446

Previous 58,058 5.84%

Holding current value

$4.04 Million

Previous $3.61 Million 8.53%

% of portfolio

1.67%

Previous 1.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

658

Shares Held

136M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

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