Wealthspan Partners, LLC Dimensional ETF Tr U S Equity Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthspan Partners, LLC holds 12,228 shares of DFUS stock, worth $791,396. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,228
Previous 12,060 1.39%
Holding current value
$791,396
Previous $709,000 7.19%
% of portfolio
0.38%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$56.04 - $62.2 $9,414 - $10,449
168 Added 1.39%
12,228 $760,000
Q4 2022

Feb 13, 2023
BUY
$38.86 - $44.32 $468,651 - $534,499
12,060 New
12,060 $501,000

Others Institutions Holding DFUS

# of Institutions
643
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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