Kathleen S. Wright Associates Inc. Dimensional ETF Tr U S Equity Transaction History

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 44,065 shares of DFUS stock, worth $2.8 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
44,065
Previous 43,157 2.1%
Holding current value
$2.8 Million
Previous $2.54 Million 7.92%
% of portfolio
1.11%
Previous 1.15%

Shares

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

Oct 11, 2024
BUY
$56.04 - $62.2 $50,884 - $56,477
908 Added 2.1%
44,065 $2.74 Million
Q2 2024

Jul 17, 2024
BUY
$53.83 - $59.14 $1 Million - $1.1 Million
18,605 Added 75.78%
43,157 $2.54 Million
Q1 2024

Apr 17, 2024
BUY
$50.79 - $56.98 $725,128 - $813,503
14,277 Added 138.95%
24,552 $1.4 Million
Q4 2023

Jan 31, 2024
BUY
$44.51 - $52.0 $422,177 - $493,220
9,485 Added 1200.63%
10,275 $532,000
Q3 2023

Oct 20, 2023
BUY
$46.29 - $49.87 $36,569 - $39,397
790 New
790 $36,000

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 Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. 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 Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email