True Wealth Design, LLC Dimensional ETF Tr U S Equity Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, True Wealth Design, LLC holds 41,351 shares of DFUS stock, worth $2.64 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

41,351

Previous 42,559 2.84%

Holding current value

$2.64 Million

Previous $2.71 Billion 7.82%

% of portfolio

0.95%

Previous 1.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$59.61 - $66.71 $72,008 - $80,585	-1,208 Reduced 2.84%	41,351 $2.5 Billion
Q4 2024 Feb 14, 2025	SELL	$61.52 - $66.5 $143,095 - $154,679	-2,326 Reduced 5.18%	42,559 $2.71 Billion
Q3 2024 Nov 14, 2024	SELL	$56.04 - $62.2 $2,353 - $2,612	-42 Reduced 0.09%	44,885 $2.79 Billion
Q2 2024 Aug 14, 2024	SELL	$53.83 - $59.14 $226,624 - $248,979	-4,210 Reduced 8.57%	44,927 $2.64 Billion
Q1 2024 May 14, 2024	SELL	$50.79 - $56.98 $23,566 - $26,438	-464 Reduced 0.94%	49,137 $2.8 Billion
Q4 2023 Feb 14, 2024	SELL	$44.51 - $52.0 $365,338 - $426,816	-8,208 Reduced 14.2%	49,601 $2.57 Billion
Q3 2023 Nov 13, 2023	SELL	$46.29 - $49.87 $352,313 - $379,560	-7,611 Reduced 11.63%	57,809 $2.69 Billion
Q1 2023 May 12, 2023	BUY	$41.24 - $45.43 $2.7 Million - $2.97 Million	65,420 New	65,420 $2.91 Billion

Others Institutions Holding DFUS

# of Institutions

761

Shares Held

183M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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True Wealth Design, LLC Dimensional ETF Tr U S Equity Transaction History