United Capital Financial Advisers, LLC Dimensional ETF Tr U S Equity Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 87,043 shares of DFUS stock, worth $5.63 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
87,043
Previous 86,955 0.1%
Holding current value
$5.63 Million
Previous $5.12 Million 5.8%
% of portfolio
0.03%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$56.04 - $62.2 $4,931 - $5,473
88 Added 0.1%
87,043 $5.41 Million
Q2 2024

Aug 14, 2024
SELL
$53.83 - $59.14 $223,555 - $245,608
-4,153 Reduced 4.56%
86,955 $5.12 Million
Q1 2024

May 15, 2024
BUY
$50.79 - $56.98 $1,726 - $1,937
34 Added 0.04%
91,108 $5.19 Million
Q4 2023

Feb 14, 2024
SELL
$44.51 - $52.0 $1.73 Million - $2.02 Million
-38,769 Reduced 29.86%
91,074 $4.72 Million
Q3 2023

Nov 14, 2023
BUY
$46.29 - $49.87 $364,533 - $392,726
7,875 Added 6.46%
129,843 $6.04 Million
Q2 2023

Aug 14, 2023
SELL
$43.77 - $48.16 $507,819 - $558,752
-11,602 Reduced 8.69%
121,968 $5.87 Million
Q1 2023

Aug 14, 2023
BUY
$41.24 - $45.43 $478,466 - $527,078
11,602 Added 9.51%
133,570 $5.93 Million
Q1 2023

May 15, 2023
SELL
$41.24 - $45.43 $38,518 - $42,431
-934 Reduced 0.69%
133,570 $5.93 Million
Q4 2022

Feb 14, 2023
SELL
$38.86 - $44.32 $380,361 - $433,804
-9,788 Reduced 6.78%
134,504 $5.6 Million
Q3 2022

Nov 14, 2022
BUY
$38.82 - $46.57 $89,480 - $107,343
2,305 Added 1.62%
144,292 $5.6 Million
Q2 2022

Aug 11, 2022
BUY
$39.62 - $49.51 $67,314 - $84,117
1,699 Added 1.21%
141,987 $5.79 Million
Q1 2022

May 16, 2022
BUY
$45.16 - $52.01 $360,331 - $414,987
7,979 Added 6.03%
140,288 $6.88 Million
Q4 2021

Feb 14, 2022
SELL
$47.05 - $51.98 $400,724 - $442,713
-8,517 Reduced 6.05%
132,309 $6.84 Million
Q3 2021

Nov 15, 2021
SELL
$46.48 - $49.7 $40,902 - $43,736
-880 Reduced 0.62%
140,826 $6.64 Million
Q2 2021

Aug 13, 2021
BUY
$45.75 - $47.12 $6.48 Million - $6.68 Million
141,706 New
141,706 $6.68 Million

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
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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