Strategic Wealth Partners, Ltd. Dimensional ETF Tr U S Equity Transaction History

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,001 shares of DFUS stock, worth $370,724. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,001
Previous 5,001 -0.0%
Holding current value
$370,724
Previous $319,000 5.02%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$61.52 - $66.5 $30,821 - $33,316
-501 Reduced 9.11%
5,001 $319,000
Q1 2024

May 20, 2024
SELL
$50.79 - $56.98 $39,260 - $44,045
-773 Reduced 12.32%
5,502 $313,000
Q3 2022

Apr 24, 2023
BUY
$38.82 - $46.57 $243,595 - $292,226
6,275 New
6,275 $249,000

Others Institutions Holding DFUS

# of Institutions
809
Shares Held
200M
Call Options Held
3.8K
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email