Pcg Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 7,504 shares of DFUS stock, worth $464,197. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,504

Previous 7,504 -0.0%

Holding current value

$464,197

Previous $466,000 2.58%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$46.29 - $49.87 $24,441 - $26,331	-528 Reduced 6.57%	7,504 $349,000
Q2 2023 Jul 20, 2023	SELL	$43.77 - $48.16 $39,962 - $43,970	-913 Reduced 10.21%	8,032 $386,000
Q1 2023 May 08, 2023	SELL	$41.24 - $45.43 $71,757 - $79,048	-1,740 Reduced 16.28%	8,945 $397,000
Q4 2022 Feb 13, 2023	SELL	$38.86 - $44.32 $438,535 - $500,151	-11,285 Reduced 51.37%	10,685 $444,000
Q3 2022 Oct 12, 2022	BUY	$38.82 - $46.57 $378,029 - $453,498	9,738 Added 79.61%	21,970 $851,000
Q2 2022 Jul 13, 2022	BUY	$39.62 - $49.51 $484,631 - $605,606	12,232 New	12,232 $498,000
Q1 2022 Apr 22, 2022	SELL	$45.16 - $52.01 $570,461 - $656,990	-12,632 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$47.05 - $51.98 $594,335 - $656,611	12,632 New	12,632 $653,000

Others Institutions Holding DFUS

# of Institutions

727

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Pcg Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History