A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 4,536 shares of DFUS stock, worth $328,406. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,536
Previous 4,525 0.24%
Holding current value
$328,406
Previous $303 Million 8.36%
% of portfolio
0.23%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$67.01 - $72.84 $737 - $801
11 Added 0.24%
4,536 $329 Million
Q2 2025

Jul 29, 2025

BUY
$53.65 - $67.02 $643 - $804
12 Added 0.27%
4,525 $303 Million
Q1 2025

Apr 23, 2025

SELL
$59.61 - $66.71 $190,394 - $213,071
-3,194 Reduced 41.44%
4,513 $273 Million
Q4 2024

Jan 28, 2025

BUY
$61.52 - $66.5 $474,134 - $512,515
7,707 New
7,707 $491 Million

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, 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 Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.