Weatherly Asset Management L. P. Dimensional ETF Tr U S Equity Transaction History

Weatherly Asset Management L. P.

  • $1.1 Billion
  • Q1 2025

A detailed history of Weatherly Asset Management L. P. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 4,643 shares of DFUS stock, worth $300,030. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,643
Previous 4,643 -0.0%
Holding current value
$300,030
Previous $296,000 5.41%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 13, 2023
BUY
$41.24 - $45.43 $191,477 - $210,931
4,643 New
4,643 $206,000
Q2 2022

Jul 18, 2022
SELL
$39.62 - $49.51 $183,955 - $229,874
-4,643 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$45.75 - $47.12 $212,417 - $218,778
4,643 New
4,643 $219,000

Others Institutions Holding DFUS

# of Institutions
761
Shares Held
183M
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
Track This Portfolio

Track Weatherly Asset Management L. P. Portfolio

Follow Weatherly Asset Management L. P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weatherly Asset Management L. P., based on Form 13F filings with the SEC.

News

Stay updated on Weatherly Asset Management L. P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email