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

Investmark Advisory Group LLC

$214 Million
Q3 2025

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 358,453 shares of DFUS stock, worth $26 Million. This represents 12.14% of its overall portfolio holdings.

Number of Shares

358,453

Previous 225,530 58.94%

Holding current value

$26 Million

Previous $15.1 Million 71.79%

% of portfolio

12.14%

Previous 7.54%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$67.01 - $72.84 $8.91 Million - $9.68 Million	132,923 Added 58.94%	358,453 $26 Million
Q2 2025 Aug 14, 2025	SELL	$53.65 - $67.02 $1.16 Million - $1.44 Million	-21,546 Reduced 8.72%	225,530 $15.1 Million
Q1 2025 May 15, 2025	BUY	$59.61 - $66.71 $142,467 - $159,436	2,390 Added 0.98%	247,076 $14.9 Million
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

804

Shares Held

197M

Call Options Held

3.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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