Steward Partners Investment Advisory, LLC Dimensional ETF Tr U S Equity Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,909 shares of DFUS stock, worth $777,062. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,909
Previous 12,459 4.41%
Holding current value
$777,062
Previous $709,000 1.27%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$53.83 - $59.14 $29,606 - $32,527
-550 Reduced 4.41%
11,909 $700,000
Q1 2024

May 15, 2024
BUY
$50.79 - $56.98 $21,382 - $23,988
421 Added 3.5%
12,459 $709,000
Q4 2023

Feb 12, 2024
BUY
$44.51 - $52.0 $480,708 - $561,600
10,800 Added 872.37%
12,038 $623,000
Q3 2023

Nov 13, 2023
BUY
$46.29 - $49.87 $4,629 - $4,987
100 Added 8.79%
1,238 $57,000
Q4 2021

Feb 08, 2022
SELL
$47.05 - $51.98 $7,057 - $7,796
-150 Reduced 11.65%
1,138 $59,000
Q2 2021

Aug 13, 2021
BUY
$45.75 - $47.12 $58,926 - $60,690
1,288 New
1,288 $61,000

Others Institutions Holding DFUS

# of Institutions
641
Shares Held
124M
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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