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 $4.03 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

55,256

Previous 55,571 0.57%

Holding current value

$4.03 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

833

Shares Held

203M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.

Account