Vance Wealth, Inc. Dimensional ETF Tr U S Equity Transaction History

Vance Wealth, Inc.

$261 Million
Q1 2025

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Vance Wealth, Inc. holds 4,292 shares of DFUS stock, worth $277,349. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,292

Previous 4,320 0.65%

Holding current value

$277,349

Previous $275,000 5.82%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$59.61 - $66.71 $1,669 - $1,867	-28 Reduced 0.65%	4,292 $259,000
Q4 2024 Feb 13, 2025	SELL	$61.52 - $66.5 $46,324 - $50,074	-753 Reduced 14.84%	4,320 $275,000
Q3 2024 Nov 08, 2024	SELL	$56.04 - $62.2 $7,341 - $8,148	-131 Reduced 2.52%	5,073 $315,000
Q2 2024 Aug 02, 2024	SELL	$53.83 - $59.14 $10,981 - $12,064	-204 Reduced 3.77%	5,204 $306,000
Q1 2024 Apr 30, 2024	BUY	$50.79 - $56.98 $11,427 - $12,820	225 Added 4.34%	5,408 $308,000
Q4 2023 Feb 05, 2024	BUY	$44.51 - $52.0 $230,695 - $269,516	5,183 New	5,183 $268,000

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

More about DFUS

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