Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 24,651 shares of DFUS stock, worth $1.6 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

24,651

Previous 25,868 4.7%

Holding current value

$1.6 Million

Previous $1.52 Million 0.72%

% of portfolio

0.44%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$56.04 - $62.2 $68,200 - $75,697	-1,217 Reduced 4.7%	24,651 $1.53 Million
Q2 2024 Aug 09, 2024	SELL	$53.83 - $59.14 $519,836 - $571,114	-9,657 Reduced 27.18%	25,868 $1.52 Million
Q1 2024 May 13, 2024	SELL	$50.79 - $56.98 $201,077 - $225,583	-3,959 Reduced 10.03%	35,525 $2.02 Million
Q4 2023 Jan 26, 2024	SELL	$44.51 - $52.0 $221,214 - $258,440	-4,970 Reduced 11.18%	39,484 $2.05 Million
Q3 2023 Nov 14, 2023	SELL	$46.29 - $49.87 $126,927 - $136,743	-2,742 Reduced 5.81%	44,454 $2.07 Million
Q2 2023 Aug 01, 2023	SELL	$43.77 - $48.16 $407,980 - $448,899	-9,321 Reduced 16.49%	47,196 $2.27 Million
Q1 2023 May 04, 2023	SELL	$41.24 - $45.43 $489,972 - $539,753	-11,881 Reduced 17.37%	56,517 $2.51 Million
Q4 2022 Jan 26, 2023	BUY	$38.86 - $44.32 $80,556 - $91,875	2,073 Added 3.13%	68,398 $0
Q3 2022 Oct 25, 2022	BUY	$38.82 - $46.57 $239,286 - $287,057	6,164 Added 10.25%	66,325 $2.57 Million
Q2 2022 Jul 20, 2022	BUY	$39.62 - $49.51 $2.38 Million - $2.98 Million	60,161 New	60,161 $2.95 Million
Q1 2022 May 04, 2022	SELL	$45.16 - $52.01 $2.53 Million - $2.92 Million	-56,056 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$47.05 - $51.98 $697,328 - $770,395	14,821 Added 35.94%	56,056 $2.9 Million
Q3 2021 Oct 20, 2021	BUY	$46.48 - $49.7 $1.4 Million - $1.5 Million	30,162 Added 272.39%	41,235 $1.94 Million
Q2 2021 Jul 23, 2021	BUY	$45.75 - $47.12 $506,589 - $521,759	11,073 New	11,073 $521,000

Others Institutions Holding DFUS

# of Institutions

643

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History