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

Investmark Advisory Group LLC

  • $200 Million
  • Q4 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 244,686 shares of DFUS stock, worth $14.9 Million. This represents 7.82% of its overall portfolio holdings.

Number of Shares
244,686
Previous 238,867 2.44%
Holding current value
$14.9 Million
Previous $14.9 Million 5.05%
% of portfolio
7.82%
Previous 7.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$61.52 - $66.5 $357,984 - $386,963
5,819 Added 2.44%
244,686 $15.6 Million
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
731
Shares Held
163M
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
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