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

Whalen Wealth Management Inc.

  • $126 Billion
  • Q2 2024

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 4,738 shares of DFUS stock, worth $294,419. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,738
Previous 4,725 0.28%
Holding current value
$294,419
Previous $269 Million 3.56%
% of portfolio
0.22%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
625
Shares Held
122M
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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