Prestige Wealth Management Group LLC Dimensional ETF Tr U S Equity Transaction History

Prestige Wealth Management Group LLC

  • $443 Million
  • Q1 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 16,031 shares of DFUS stock, worth $961,218. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,031
Previous 16,191 0.99%
Holding current value
$961,218
Previous $839,000 8.82%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Apr 26, 2024
SELL
$50.79 - $56.98 $8,126 - $9,116
-160 Reduced 0.99%
16,031 $913,000
Q3 2023

Apr 26, 2024
SELL
$46.29 - $49.87 $28,699 - $30,919
-620 Reduced 3.69%
16,191 $753,000
Q3 2023

Nov 13, 2023
SELL
$46.29 - $49.87 $28,699 - $30,919
-620 Reduced 3.69%
16,191 $753,000
Q1 2023

Apr 26, 2024
BUY
$41.24 - $45.43 $32,167 - $35,435
780 Added 4.87%
16,811 $746,000
Q1 2023

May 16, 2023
SELL
$41.24 - $45.43 $12,372 - $13,629
-300 Reduced 1.75%
16,811 $746,000
Q4 2022

Feb 07, 2023
SELL
$40.71 - $44.32 $3,297 - $3,589
-81 Reduced 0.47%
17,111 $711,000
Q4 2021

Feb 15, 2022
SELL
$47.05 - $51.98 $9,833 - $10,863
-209 Reduced 1.2%
17,192 $889,000
Q3 2021

Nov 12, 2021
SELL
$46.48 - $49.7 $4,090 - $4,373
-88 Reduced 0.5%
17,401 $821,000
Q2 2021

Aug 12, 2021
BUY
$45.75 - $47.12 $800,121 - $824,081
17,489 New
17,489 $824,000

Others Institutions Holding DFUS

# of Institutions
596
Shares Held
113M
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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