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

Vance Wealth, Inc.

$312 Million
Q3 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 7,628 shares of DFUS stock, worth $556,157. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,628

Previous 4,919 55.07%

Holding current value

$556,157

Previous $329,000 67.78%

% of portfolio

0.18%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$67.01 - $72.84 $181,530 - $197,323	2,709 Added 55.07%	7,628 $552,000
Q2 2025 Aug 13, 2025	BUY	$53.65 - $67.02 $33,638 - $42,021	627 Added 14.61%	4,919 $329,000
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

832

Shares Held

203M

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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