Klingman & Associates, LLC Dimensional ETF Tr U S Equity Transaction History

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Klingman & Associates, LLC holds 11,724 shares of DFUS stock, worth $758,777. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,724
Previous 15,010 21.89%
Holding current value
$758,777
Previous $883,000 17.44%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 01, 2024
SELL
$56.04 - $62.2 $184,147 - $204,389
-3,286 Reduced 21.89%
11,724 $729,000
Q2 2021

Jul 27, 2021
BUY
$45.75 - $47.12 $686,707 - $707,271
15,010 New
15,010 $707,000

Others Institutions Holding DFUS

# of Institutions
643
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 Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, LLC 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 Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email