Investmark Advisory Group LLC Dimensional ETF Tr U S Equity Transaction History

Investmark Advisory Group LLC

  • $202 Million
  • Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Investmark Advisory Group LLC holds 238,867 shares of DFUS stock, worth $15.7 Million. This represents 7.36% of its overall portfolio holdings.

Number of Shares
238,867
Previous 236,061 1.19%
Holding current value
$15.7 Million
Previous $13.9 Million 6.95%
% of portfolio
7.36%
Previous 7.54%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$56.04 - $62.2 $157,248 - $174,533
2,806 Added 1.19%
238,867 $14.9 Million
Q2 2024

Aug 14, 2024
BUY
$53.83 - $59.14 $648,274 - $712,223
12,043 Added 5.38%
236,061 $13.9 Million
Q1 2024

May 17, 2024
BUY
$50.79 - $56.98 $175,631 - $197,036
3,458 Added 1.57%
224,018 $12.8 Million
Q4 2023

Feb 14, 2024
BUY
$44.51 - $52.0 $353,631 - $413,140
7,945 Added 3.74%
220,560 $11.4 Million
Q2 2023

Aug 14, 2023
BUY
$43.77 - $48.16 $423,956 - $466,477
9,686 Added 4.77%
212,615 $10.2 Million
Q1 2023

May 15, 2023
BUY
$41.24 - $45.43 $513,396 - $565,558
12,449 Added 6.54%
202,929 $9.02 Million
Q4 2022

Jan 24, 2023
BUY
$38.86 - $44.32 $25,686 - $29,295
661 Added 0.35%
190,480 $0
Q3 2022

Nov 14, 2022
BUY
$38.82 - $46.57 $654,388 - $785,030
16,857 Added 9.75%
189,819 $7.37 Million
Q2 2022

Jul 15, 2022
BUY
$39.62 - $49.51 $976,791 - $1.22 Million
24,654 Added 16.62%
172,962 $7.05 Million
Q1 2022

May 03, 2022
BUY
$45.16 - $52.01 $486,418 - $560,199
10,771 Added 7.83%
148,308 $7.27 Million
Q4 2021

May 03, 2022
BUY
$47.05 - $51.98 $6.47 Million - $7.15 Million
137,537 New
137,537 $7.11 Million

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Investmark Advisory Group LLC Portfolio

Follow Investmark Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email