Investment Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History

Investment Advisory Group, LLC

  • $254 Million
  • Q2 2024

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Investment Advisory Group, LLC holds 94,277 shares of DFUS stock, worth $5.61 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
94,277
Previous 71,891 31.14%
Holding current value
$5.61 Million
Previous $4.1 Million 35.45%
% of portfolio
2.18%
Previous 1.71%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$53.83 - $59.14 $1.21 Million - $1.32 Million
22,386 Added 31.14%
94,277 $5.55 Million
Q1 2024

Apr 29, 2024
BUY
$50.79 - $56.98 $874,349 - $980,910
17,215 Added 31.49%
71,891 $4.1 Million
Q4 2023

Jan 30, 2024
BUY
$44.51 - $52.0 $626,522 - $731,952
14,076 Added 34.67%
54,676 $2.83 Million
Q3 2023

Oct 16, 2023
BUY
$46.29 - $49.87 $135,768 - $146,268
2,933 Added 7.79%
40,600 $1.89 Million
Q2 2023

Jul 17, 2023
BUY
$43.77 - $48.16 $168,514 - $185,416
3,850 Added 11.38%
37,667 $1.81 Million
Q1 2023

May 02, 2023
BUY
$41.24 - $45.43 $58,890 - $64,874
1,428 Added 4.41%
33,817 $1.5 Million
Q4 2022

Jan 19, 2023
SELL
$40.71 - $44.32 $38,267 - $41,660
-940 Reduced 2.82%
32,389 $0
Q3 2022

Oct 24, 2022
BUY
$39.83 - $46.57 $56,120 - $65,617
1,409 Added 4.41%
33,329 $1.29 Million
Q2 2022

Jul 18, 2022
BUY
$39.62 - $49.51 $92,988 - $116,199
2,347 Added 7.94%
31,920 $1.3 Million
Q1 2022

Apr 29, 2022
SELL
$45.16 - $52.01 $24,521 - $28,241
-543 Reduced 1.8%
29,573 $1.45 Million
Q4 2021

Feb 11, 2022
BUY
$47.05 - $51.98 $1.42 Million - $1.57 Million
30,116 New
30,116 $1.47 Million

Others Institutions Holding DFUS

# of Institutions
623
Shares Held
122M
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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