Winthrop Advisory Group LLC Dimensional ETF Tr U S Equity Transaction History

Winthrop Advisory Group LLC

$912 Million
Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 27,470 shares of DFUS stock, worth $1.82 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

27,470

Previous 27,442 0.1%

Holding current value

$1.82 Million

Previous $1.71 Million 2.7%

% of portfolio

0.19%

Previous 0.21%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$61.52 - $66.5 $1,722 - $1,862	28 Added 0.1%	27,470 $1.75 Million
Q3 2024 Oct 31, 2024	BUY	$56.04 - $62.2 $1,120 - $1,244	20 Added 0.07%	27,442 $1.71 Million
Q2 2024 Jul 18, 2024	BUY	$53.83 - $59.14 $1,184 - $1,301	22 Added 0.08%	27,422 $1.61 Million
Q1 2024 Apr 17, 2024	BUY	$50.79 - $56.98 $863 - $968	17 Added 0.06%	27,400 $1.56 Million
Q4 2023 Jan 10, 2024	BUY	$44.51 - $52.0 $1,513 - $1,768	34 Added 0.12%	27,383 $1.42 Million
Q3 2023 Nov 03, 2023	BUY	$46.29 - $49.87 $1,249 - $1,346	27 Added 0.1%	27,349 $1.27 Million
Q2 2023 Aug 02, 2023	BUY	$43.77 - $48.16 $2,144 - $2,359	49 Added 0.18%	27,322 $1.32 Million
Q4 2022 Aug 03, 2023	SELL	$38.86 - $44.32 $1,904 - $2,171	-49 Reduced 0.18%	27,273 $1.13 Million
Q4 2022 Jan 18, 2023	BUY	$38.86 - $44.32 $1,360 - $1,551	35 Added 0.13%	27,273 $1.14 Million
Q3 2022 Nov 04, 2022	BUY	$38.82 - $46.57 $1,125 - $1,350	29 Added 0.11%	27,238 $1.06 Million
Q2 2022 Jul 21, 2022	BUY	$39.62 - $49.51 $1,109 - $1,386	28 Added 0.1%	27,209 $1.11 Million
Q1 2022 Apr 13, 2022	BUY	$45.16 - $52.01 $767 - $884	17 Added 0.06%	27,181 $1.33 Million
Q4 2021 Jan 12, 2022	SELL	$47.05 - $51.98 $3,293 - $3,638	-70 Reduced 0.26%	27,164 $1.4 Million
Q3 2021 Oct 14, 2021	BUY	$46.48 - $49.7 $929 - $994	20 Added 0.07%	27,234 $1.28 Million
Q2 2021 Jul 14, 2021	BUY	$45.75 - $47.12 $1.25 Million - $1.28 Million	27,214 New	27,214 $1.28 Million

Others Institutions Holding DFUS

# of Institutions

665

Shares Held

136M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Winthrop Advisory Group LLC Dimensional ETF Tr U S Equity Transaction History