A detailed history of Private Advisory Group LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Private Advisory Group LLC holds 4,759 shares of DFUS stock, worth $308,002. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,759
Previous 4,759 -0.0%
Holding current value
$308,002
Previous $280,000 5.71%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

SELL
$46.29 - $49.87 $11,572 - $12,467
-250 Reduced 4.99%
4,759 $221,000
Q2 2023

Jan 12, 2024

BUY
$43.77 - $48.16 $10,942 - $12,040
250 Added 5.25%
5,009 $241,000
Q4 2022

Feb 13, 2023

BUY
$38.86 - $44.32 $194,649 - $221,998
5,009 New
5,009 $208,000
Q4 2021

Jan 27, 2022

BUY
$47.05 - $51.98 $235,673 - $260,367
5,009 New
5,009 $259,000

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


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

Track Private Advisory Group LLC Portfolio

Follow Private Advisory Group LLC 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 Private Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisory Group LLC with notifications on news.