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

United Capital Financial Advisers, LLC

$12 Billion
Q1 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 91,108 shares of DFUS stock, worth $5.42 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

91,108

Previous 91,074 0.04%

Holding current value

$5.42 Million

Previous $4.72 Million 9.98%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$40.71 - $44.32 $398,469 - $433,804	-9,788 Reduced 6.78%	134,504 $5.6 Million
Q3 2022 Nov 14, 2022	BUY	$39.83 - $46.57 $91,808 - $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

602

Shares Held

117M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

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