Wealthpoint, LLC Dimensional ETF Tr U S Equity Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthpoint, LLC holds 55,256 shares of DFUS stock, worth $3.58 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

55,256

Previous 55,571 0.57%

Holding current value

$3.58 Million

Previous $2.68 Million 3.89%

% of portfolio

1.04%

Previous 0.98%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$46.29 - $49.87 $14,581 - $15,709	-315 Reduced 0.57%	55,256 $2.57 Million
Q2 2023 Jul 24, 2023	BUY	$43.77 - $48.16 $4,683 - $5,153	107 Added 0.19%	55,571 $2.68 Million
Q1 2023 Apr 20, 2023	BUY	$41.24 - $45.43 $783 - $863	19 Added 0.03%	55,464 $2.46 Million
Q4 2022 Jan 24, 2023	BUY	$38.86 - $44.32 $1,515 - $1,728	39 Added 0.07%	55,445 $0
Q3 2022 Oct 18, 2022	BUY	$38.82 - $46.57 $1,513 - $1,816	39 Added 0.07%	55,406 $2.15 Million
Q2 2022 Jul 18, 2022	BUY	$39.62 - $49.51 $2.19 Million - $2.74 Million	55,367 New	55,367 $2.26 Million
Q1 2022 Apr 27, 2022	SELL	$45.16 - $52.01 $2.47 Million - $2.84 Million	-54,618 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$47.05 - $51.98 $15,855 - $17,517	-337 Reduced 0.61%	54,618 $2.82 Million
Q3 2021 Nov 01, 2021	SELL	$46.48 - $49.7 $9,621 - $10,287	-207 Reduced 0.38%	54,955 $2.59 Million
Q2 2021 Jul 26, 2021	BUY	$45.75 - $47.12 $2.52 Million - $2.6 Million	55,162 New	55,162 $2.6 Million

Others Institutions Holding DFUS

# of Institutions

643

Shares Held

133M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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