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 $328,917. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,778
Previous 4,767 0.23%
Holding current value
$328,917
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
782
Shares Held
195M
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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