Whalen Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,778 shares of DFUS stock, worth $284,673. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,778
Previous 4,767 0.23%
Holding current value
$284,673
Previous $304 Million 4.92%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$59.61 - $66.71 $655 - $733
11 Added 0.23%
4,778 $289 Million
Q4 2024

Jan 17, 2025
BUY
$61.52 - $66.5 $1,045 - $1,130
17 Added 0.36%
4,767 $304 Million
Q3 2024

Nov 07, 2024
BUY
$56.04 - $62.2 $672 - $746
12 Added 0.25%
4,750 $295 Million
Q2 2024

Aug 01, 2024
BUY
$53.83 - $59.14 $699 - $768
13 Added 0.28%
4,738 $279 Million
Q4 2023

Feb 13, 2024
BUY
$44.51 - $52.0 $210,309 - $245,700
4,725 New
4,725 $245 Million

Others Institutions Holding DFUS

# of Institutions
742
Shares Held
164M
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 Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. 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 Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email