Olio Financial Planning Dimensional ETF Tr U S Equity Transaction History

Olio Financial Planning

$288 Million
Q1 2025

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 760,383 shares of DFUS stock, worth $45.6 Million. This represents 15.88% of its overall portfolio holdings.

Number of Shares

760,383

Previous 665,186 14.31%

Holding current value

$45.6 Million

Previous $42.4 Million 7.77%

% of portfolio

15.88%

Previous 14.92%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$59.61 - $66.71 $5.67 Million - $6.35 Million	95,197 Added 14.31%	760,383 $45.7 Million
Q4 2024 Jan 21, 2025	BUY	$61.52 - $66.5 $28.5 Million - $30.8 Million	463,492 Added 229.8%	665,186 $42.4 Million
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

# of Institutions

759

Shares Held

183M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
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Olio Financial Planning Dimensional ETF Tr U S Equity Transaction History