Olio Financial Planning Dimensional ETF Tr U S Equity Transaction History

Olio Financial Planning

  • $284 Million
  • Q4 2024

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 665,186 shares of DFUS stock, worth $43.8 Million. This represents 14.92% of its overall portfolio holdings.

Number of Shares
665,186
Previous 201,694 229.8%
Holding current value
$43.8 Million
Previous $12.5 Million 238.24%
% of portfolio
14.92%
Previous 4.7%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
658
Shares Held
136M
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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