Midland Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History

Midland Wealth Advisors LLC

$1.66 Trillion
Q4 2024

A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 9,881 shares of DFUS stock, worth $647,995. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,881

Previous 9,851 0.3%

Holding current value

$647,995

Previous $613 Million 2.8%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$61.52 - $66.5 $1,845 - $1,995	30 Added 0.3%	9,881 $630 Million
Q3 2024 Oct 23, 2024	SELL	$56.04 - $62.2 $8,069 - $8,956	-144 Reduced 1.44%	9,851 $613 Million
Q2 2024 Aug 01, 2024	SELL	$53.83 - $59.14 $28,314 - $31,107	-526 Reduced 5.0%	9,995 $588 Million
Q1 2024 May 13, 2024	SELL	$50.79 - $56.98 $6,602 - $7,407	-130 Reduced 1.22%	10,521 $600 Million
Q4 2023 Feb 14, 2024	BUY	$44.51 - $52.0 $474,076 - $553,852	10,651 New	10,651 $552 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

More about DFUS

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Midland Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History