Wsfs Capital Management, LLC Dimensional ETF Tr U S Equity Transaction History

Wsfs Capital Management, LLC

$1.83 Billion
Q4 2024

A detailed history of Wsfs Capital Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 7,682 shares of DFUS stock, worth $503,785. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,682

Previous 13,208 41.84%

Holding current value

$503,785

Previous $842,000 41.81%

% of portfolio

0.03%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$61.52 - $66.5 $339,959 - $367,479	-5,526 Reduced 41.84%	7,682 $490,000
Q4 2024 Jan 31, 2025	BUY	$61.52 - $66.5 $339,959 - $367,479	5,526 Added 71.93%	13,208 $842,000
Q4 2023 Feb 02, 2024	SELL	$44.51 - $52.0 $904,576 - $1.06 Million	-20,323 Reduced 72.57%	7,682 $398,000
Q1 2023 May 01, 2023	BUY	$41.24 - $45.43 $223,355 - $246,048	5,416 Added 23.98%	28,005 $1.24 Million
Q3 2022 Nov 03, 2022	SELL	$38.82 - $46.57 $49,301 - $59,143	-1,270 Reduced 5.32%	22,589 $877,000
Q2 2022 Aug 10, 2022	BUY	$39.62 - $49.51 $248,258 - $310,229	6,266 Added 35.62%	23,859 $972,000
Q4 2021 Feb 10, 2022	SELL	$47.05 - $51.98 $210,266 - $232,298	-4,469 Reduced 20.26%	17,593 $910,000
Q2 2021 Aug 10, 2021	BUY	$45.75 - $47.12 $1.01 Million - $1.04 Million	22,062 New	22,062 $1.04 Million

Others Institutions Holding DFUS

# of Institutions

698

Shares Held

144M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Wsfs Capital Management, LLC Dimensional ETF Tr U S Equity Transaction History