Retirement Solution Inc. Dimensional ETF Tr U S Equity Transaction History

Retirement Solution Inc.

$147 Million
Q4 2024

A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Retirement Solution Inc. holds 473,728 shares of DFUS stock, worth $30.8 Million. This represents 20.57% of its overall portfolio holdings.

Number of Shares

473,728

Previous 494,726 4.24%

Holding current value

$30.8 Million

Previous $30.8 Million 1.79%

% of portfolio

20.57%

Previous 17.99%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$61.52 - $66.5 $1.29 Million - $1.4 Million	-20,998 Reduced 4.24%	473,728 $30.2 Million
Q3 2024 Nov 01, 2024	BUY	$56.04 - $62.2 $238,506 - $264,723	4,256 Added 0.87%	494,726 $30.8 Million
Q2 2024 Jul 25, 2024	SELL	$53.83 - $59.14 $562,900 - $618,426	-10,457 Reduced 2.09%	490,470 $28.9 Million
Q1 2024 May 07, 2024	SELL	$50.79 - $56.98 $228,199 - $256,011	-4,493 Reduced 0.89%	500,927 $28.5 Million
Q4 2023 Feb 02, 2024	SELL	$44.51 - $52.0 $435,218 - $508,456	-9,778 Reduced 1.9%	505,420 $26.2 Million
Q3 2023 Oct 13, 2023	SELL	$46.29 - $49.87 $2.26 Million - $2.43 Million	-48,739 Reduced 8.64%	515,198 $24 Million
Q2 2023 Aug 03, 2023	SELL	$43.77 - $48.16 $168,426 - $185,319	-3,848 Reduced 0.68%	563,937 $27.2 Million
Q1 2023 Apr 13, 2023	SELL	$41.24 - $45.43 $1.42 Million - $1.57 Million	-34,517 Reduced 5.73%	567,785 $25.2 Million
Q4 2022 Jan 20, 2023	SELL	$38.86 - $44.32 $3.92 Million - $4.47 Million	-100,825 Reduced 14.34%	602,302 $0
Q3 2022 Oct 17, 2022	BUY	$38.82 - $46.57 $4.03 Million - $4.84 Million	103,835 Added 17.33%	703,127 $27.3 Million
Q2 2022 Jul 21, 2022	BUY	$39.62 - $49.51 $1.05 Million - $1.31 Million	26,503 Added 4.63%	599,292 $24.4 Million
Q1 2022 Apr 29, 2022	BUY	$45.16 - $52.01 $2.34 Million - $2.69 Million	51,732 Added 9.93%	572,789 $28.1 Million
Q4 2021 Mar 17, 2022	BUY	$47.05 - $51.98 $868,307 - $959,290	18,455 Added 3.67%	521,057 $26.9 Million
Q3 2021 Mar 17, 2022	BUY	$46.48 - $49.7 $2.28 Million - $2.44 Million	49,099 Added 10.83%	502,602 $23.7 Million
Q2 2021 Mar 17, 2022	BUY	$45.75 - $47.12 $20.7 Million - $21.4 Million	453,503 New	453,503 $21.4 Million

Others Institutions Holding DFUS

# of Institutions

723

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Retirement Solution Inc. Dimensional ETF Tr U S Equity Transaction History