A detailed history of Western Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Western Wealth Management, LLC holds 14,888 shares of DFUS stock, worth $963,551. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,888
Previous 15,124 1.56%
Holding current value
$963,551
Previous $890,000 4.04%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$56.04 - $62.2 $13,225 - $14,679
-236 Reduced 1.56%
14,888 $926,000
Q2 2024

Jul 19, 2024

BUY
$53.83 - $59.14 $30,198 - $33,177
561 Added 3.85%
15,124 $890,000
Q1 2024

May 02, 2024

BUY
$50.79 - $56.98 $101 - $113
2 Added 0.01%
14,563 $829,000
Q4 2023

Jan 31, 2024

SELL
$44.51 - $52.0 $10,103 - $11,804
-227 Reduced 1.54%
14,561 $754,000
Q3 2023

Nov 07, 2023

BUY
$46.29 - $49.87 $3,332 - $3,590
72 Added 0.49%
14,788 $688,000
Q2 2023

Aug 30, 2023

BUY
$43.77 - $48.16 $175 - $192
4 Added 0.03%
14,716 $708,000
Q1 2023

Aug 30, 2023

BUY
$41.24 - $45.43 $25,610 - $28,212
621 Added 4.41%
14,712 $653,000
Q4 2022

Feb 02, 2023

SELL
$38.86 - $44.32 $547,226 - $624,114
-14,082 Reduced 49.98%
14,091 $586,000
Q3 2022

Nov 04, 2022

SELL
$38.82 - $46.57 $131,988 - $158,338
-3,400 Reduced 10.77%
28,173 $1.09 Million
Q2 2022

Jul 18, 2022

BUY
$39.62 - $49.51 $1.25 Million - $1.56 Million
31,573 New
31,573 $1.29 Million
Q1 2022

May 10, 2022

SELL
$45.16 - $52.01 $682,999 - $786,599
-15,124 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$47.05 - $51.98 $16,608 - $18,348
353 Added 2.39%
15,124 $781,000
Q2 2021

Aug 09, 2021

BUY
$45.75 - $47.12 $675,773 - $696,009
14,771 New
14,771 $696,000

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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