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

Kathleen S. Wright Associates Inc.

$247 Million
Q1 2025

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 50,061 shares of DFUS stock, worth $3.23 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

50,061

Previous 48,545 3.12%

Holding current value

$3.23 Million

Previous $3.1 Million 2.23%

% of portfolio

1.23%

Previous 1.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$59.61 - $66.71 $90,368 - $101,132	1,516 Added 3.12%	50,061 $3.03 Million
Q4 2024 Jan 24, 2025	BUY	$61.52 - $66.5 $275,609 - $297,920	4,480 Added 10.17%	48,545 $3.1 Million
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

762

Shares Held

183M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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