Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Equity Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 15,114 shares of DFUS stock, worth $943,415. This represents 0.31% of its overall portfolio holdings.

Number of Shares

15,114

Previous 15,212 0.64%

Holding current value

$943,415

Previous $946,000 1.9%

% of portfolio

0.31%

Previous 0.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$61.52 - $66.5 $6,028 - $6,517	-98 Reduced 0.64%	15,114 $964,000
Q3 2024 Oct 25, 2024	SELL	$56.04 - $62.2 $87,758 - $97,405	-1,566 Reduced 9.33%	15,212 $946,000
Q2 2024 Aug 12, 2024	SELL	$53.83 - $59.14 $92,749 - $101,898	-1,723 Reduced 9.31%	16,778 $987,000
Q1 2024 Apr 18, 2024	SELL	$50.79 - $56.98 $9,497 - $10,655	-187 Reduced 1.0%	18,501 $1.05 Million
Q4 2023 Feb 06, 2024	SELL	$44.51 - $52.0 $3,160 - $3,692	-71 Reduced 0.38%	18,688 $968,000
Q3 2023 Oct 18, 2023	SELL	$46.29 - $49.87 $4,814 - $5,186	-104 Reduced 0.55%	18,759 $873,000
Q4 2022 Jan 23, 2023	SELL	$38.86 - $44.32 $8,238 - $9,395	-212 Reduced 1.11%	18,863 $0
Q2 2022 Jul 25, 2022	BUY	$39.62 - $49.51 $755,751 - $944,403	19,075 New	19,075 $777,000
Q1 2022 May 03, 2022	SELL	$45.16 - $52.01 $837,717 - $964,785	-18,550 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$47.05 - $51.98 $1,411 - $1,559	-30 Reduced 0.16%	18,550 $959,000
Q2 2021 Aug 05, 2021	BUY	$45.75 - $47.12 $850,035 - $875,489	18,580 New	18,580 $876,000

Others Institutions Holding DFUS

# of Institutions

724

Shares Held

162M

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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Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Equity Transaction History