A detailed history of Olio Financial Planning transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Olio Financial Planning holds 201,694 shares of DFUS stock, worth $13.1 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
201,694
Previous 200,701 0.49%
Holding current value
$13.1 Million
Previous $11.8 Million 6.21%
% of portfolio
4.7%
Previous 4.72%

Shares

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

Oct 15, 2024

BUY
$56.04 - $62.2 $55,647 - $61,764
993 Added 0.49%
201,694 $12.5 Million
Q2 2024

Jul 12, 2024

SELL
$53.83 - $59.14 $53,453 - $58,726
-993 Reduced 0.49%
200,701 $11.8 Million
Q1 2024

Apr 15, 2024

SELL
$50.79 - $56.98 $159,582 - $179,031
-3,142 Reduced 1.53%
201,694 $11.5 Million
Q4 2023

Jan 10, 2024

BUY
$44.51 - $52.0 $1.6 Million - $1.87 Million
35,913 Added 21.26%
204,836 $10.6 Million
Q3 2023

Oct 19, 2023

BUY
$46.29 - $49.87 $833,544 - $898,009
18,007 Added 11.93%
168,923 $7.86 Million
Q2 2023

Jul 13, 2023

BUY
$43.77 - $48.16 $859,599 - $945,814
19,639 Added 14.96%
150,916 $7.27 Million
Q1 2023

Apr 11, 2023

BUY
$41.24 - $45.43 $778,941 - $858,081
18,888 Added 16.81%
131,277 $5.83 Million
Q4 2022

Jan 13, 2023

BUY
$38.86 - $44.32 $975,191 - $1.11 Million
25,095 Added 28.75%
112,389 $0
Q3 2022

Oct 18, 2022

BUY
$38.82 - $46.57 $1.13 Million - $1.35 Million
28,986 Added 49.71%
87,294 $3.39 Million
Q2 2022

Jul 15, 2022

BUY
$39.62 - $49.51 $930,832 - $1.16 Million
23,494 Added 67.48%
58,308 $2.38 Million
Q1 2022

Apr 21, 2022

BUY
$45.16 - $52.01 $1.57 Million - $1.81 Million
34,814 New
34,814 $1.71 Million

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Olio Financial Planning Portfolio

Follow Olio Financial Planning 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 Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.