Ml & R Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 2,216,646 shares of DFUS stock, worth $143 Million. This represents 29.05% of its overall portfolio holdings.

Number of Shares
2,216,646
Previous 2,342,210 5.36%
Holding current value
$143 Million
Previous $121 Million 4.04%
% of portfolio
29.05%
Previous 27.49%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$50.79 - $56.98 $6.38 Million - $7.15 Million
-125,564 Reduced 5.36%
2,216,646 $126 Million
Q4 2023

Feb 09, 2024
BUY
$44.51 - $52.0 $1.22 Million - $1.42 Million
27,398 Added 1.18%
2,342,210 $121 Million
Q3 2023

Nov 02, 2023
SELL
$46.29 - $49.87 $215,017 - $231,646
-4,645 Reduced 0.2%
2,314,812 $108 Million
Q2 2023

Aug 08, 2023
SELL
$43.77 - $48.16 $950,859 - $1.05 Million
-21,724 Reduced 0.93%
2,319,457 $112 Million
Q1 2023

May 05, 2023
BUY
$41.24 - $45.43 $5.81 Million - $6.4 Million
140,962 Added 6.41%
2,341,181 $104 Million
Q4 2022

Feb 06, 2023
BUY
$38.86 - $44.32 $1.54 Million - $1.76 Million
39,707 Added 1.84%
2,200,219 $91.6 Million
Q3 2022

Oct 26, 2022
BUY
$38.82 - $46.57 $6.54 Million - $7.84 Million
168,361 Added 8.45%
2,160,512 $83.9 Million
Q2 2022

Jul 25, 2022
SELL
$39.62 - $49.51 $5.76 Million - $7.2 Million
-145,450 Reduced 6.8%
1,992,151 $81.2 Million
Q1 2022

Apr 18, 2022
BUY
$45.16 - $52.01 $313,591 - $361,157
6,944 Added 0.33%
2,137,601 $105 Million
Q4 2021

Feb 02, 2022
BUY
$47.05 - $51.98 $100 Million - $111 Million
2,130,657 New
2,130,657 $110 Million

Others Institutions Holding DFUS

# of Institutions
761
Shares Held
183M
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 Ml & R Wealth Management LLC Portfolio

Follow Ml & R Wealth Management 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 Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ml & R Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email