Marshall & Sterling Wealth Advisors Inc. Dimensional ETF Tr U S Equity Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,552 shares of DFUS stock, worth $106,653. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,552
Previous 1,553 0.06%
Holding current value
$106,653
Previous $99 Million 5.13%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$59.61 - $66.71 $59 - $66
-1 Reduced 0.06%
1,552 $93.9 Million
Q4 2024

Feb 14, 2025
BUY
$61.52 - $66.5 $95,540 - $103,274
1,553 New
1,553 $99 Million

Others Institutions Holding DFUS

# of Institutions
788
Shares Held
194M
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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