Zhang Financial LLC Dimensional ETF Tr U S Equity Transaction History

Zhang Financial LLC

  • $1.34 Billion
  • Q1 2024

A detailed history of Zhang Financial LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Zhang Financial LLC holds 1,640,761 shares of DFUS stock, worth $93.9 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares
1,640,761
Previous 1,389,848 18.05%
Holding current value
$93.9 Million
Previous $72 Million 29.78%
% of portfolio
6.96%
Previous 6.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$50.79 - $56.98 $12.7 Million - $14.3 Million
250,913 Added 18.05%
1,640,761 $93.5 Million
Q4 2023

Jan 31, 2024
BUY
$44.51 - $52.0 $11 Million - $12.9 Million
247,763 Added 21.69%
1,389,848 $72 Million
Q3 2023

Oct 11, 2023
BUY
$46.29 - $49.87 $11.7 Million - $12.7 Million
253,724 Added 28.56%
1,142,085 $53.2 Million
Q2 2023

Jul 18, 2023
BUY
$43.77 - $48.16 $10.4 Million - $11.5 Million
237,872 Added 36.57%
888,361 $42.8 Million
Q1 2023

May 10, 2023
BUY
$41.24 - $45.43 $6.23 Million - $6.86 Million
150,978 Added 30.23%
650,489 $28.9 Million
Q4 2022

May 17, 2023
SELL
$40.71 - $44.32 $6.15 Million - $6.69 Million
-150,978 Reduced 23.21%
499,511 $20.8 Million
Q4 2022

Jan 17, 2023
BUY
$40.71 - $44.32 $18.9 Million - $20.6 Million
464,483 Added 1326.03%
499,511 $20.8 Million
Q3 2022

Oct 18, 2022
BUY
$39.83 - $46.57 $1.4 Million - $1.63 Million
35,028 New
35,028 $1.36 Million
Q4 2021

Feb 10, 2022
SELL
$47.05 - $51.98 $220,429 - $243,526
-4,685 Closed
0 $0
Q3 2021

Oct 20, 2021
SELL
$46.48 - $49.7 $100,210 - $107,153
-2,156 Reduced 31.52%
4,685 $221,000
Q2 2021

Jul 26, 2021
BUY
$45.75 - $47.12 $312,975 - $322,347
6,841 New
6,841 $322,000

Others Institutions Holding DFUS

# of Institutions
592
Shares Held
113M
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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