Websterrogers Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Websterrogers Financial Advisors, LLC

$281 Million
Q4 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 57,728 shares of DFUS stock, worth $3.81 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

57,728

Previous 57,970 0.42%

Holding current value

$3.81 Million

Previous $3.61 Million 2.14%

% of portfolio

1.31%

Previous 1.29%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$61.52 - $66.5 $14,887 - $16,093	-242 Reduced 0.42%	57,728 $3.68 Million
Q3 2024 Oct 15, 2024	SELL	$56.04 - $62.2 $22,808 - $25,315	-407 Reduced 0.7%	57,970 $3.61 Million
Q2 2024 Jul 12, 2024	BUY	$53.83 - $59.14 $2,099 - $2,306	39 Added 0.07%	58,377 $3.44 Million
Q1 2024 May 14, 2024	SELL	$50.79 - $56.98 $33,165 - $37,207	-653 Reduced 1.11%	58,338 $3.32 Million
Q4 2023 Feb 14, 2024	SELL	$44.51 - $52.0 $6,231 - $7,280	-140 Reduced 0.24%	58,991 $3.06 Million
Q3 2023 Nov 01, 2023	SELL	$46.29 - $49.87 $326,575 - $351,832	-7,055 Reduced 10.66%	59,131 $2.75 Million
Q2 2023 Jul 26, 2023	SELL	$43.77 - $48.16 $160,329 - $176,410	-3,663 Reduced 5.24%	66,186 $3.19 Million
Q1 2023 May 03, 2023	SELL	$41.24 - $45.43 $39,260 - $43,249	-952 Reduced 1.34%	69,849 $3.1 Million
Q4 2022 Feb 06, 2023	SELL	$38.86 - $44.32 $23,626 - $26,946	-608 Reduced 0.85%	70,801 $2.95 Million
Q3 2022 Oct 26, 2022	SELL	$38.82 - $46.57 $598,565 - $718,062	-15,419 Reduced 17.76%	71,409 $2.77 Million
Q2 2022 Jul 25, 2022	BUY	$39.62 - $49.51 $572,984 - $716,013	14,462 Added 19.98%	86,828 $3.54 Million
Q1 2022 Apr 14, 2022	SELL	$45.16 - $52.01 $2 Million - $2.31 Million	-44,363 Reduced 38.01%	72,366 $3.56 Million
Q4 2021 Jan 24, 2022	SELL	$47.05 - $51.98 $754,823 - $833,915	-16,043 Reduced 12.08%	116,729 $6.04 Million
Q3 2021 Oct 12, 2021	SELL	$46.48 - $49.7 $83,896 - $89,708	-1,805 Reduced 1.34%	132,772 $6.26 Million
Q2 2021 Aug 05, 2021	BUY	$45.75 - $47.12 $6.16 Million - $6.34 Million	134,577 New	134,577 $6.26 Million

Others Institutions Holding DFUS

# of Institutions

674

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Websterrogers Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History