Ae Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ae Wealth Management LLC holds 22,227 shares of DFUS stock, worth $1.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,227

Previous 23,192 4.16%

Holding current value

$1.62 Million

Previous $1.68 Million 3.57%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$71.0 - $74.64 $68,515 - $72,027	-965 Reduced 4.16%	22,227 $1.62 Million
Q3 2025 Nov 03, 2025	SELL	$67.01 - $72.84 $29,819 - $32,413	-445 Reduced 1.88%	23,192 $1.68 Million
Q2 2025 Aug 06, 2025	BUY	$53.65 - $67.02 $88,146 - $110,113	1,643 Added 7.47%	23,637 $1.58 Million
Q1 2025 May 06, 2025	SELL	$59.61 - $66.71 $25,632 - $28,685	-430 Reduced 1.92%	21,994 $1.33 Million
Q4 2024 Feb 13, 2025	SELL	$61.52 - $66.5 $79,729 - $86,184	-1,296 Reduced 5.46%	22,424 $1.43 Million

Q3 2024 Nov 14, 2024	SELL	$56.04 - $62.2 $60,803 - $67,487	-1,085 Reduced 4.37%	23,720 $1.48 Million
Q2 2024 Aug 12, 2024	SELL	$53.83 - $59.14 $79,991 - $87,882	-1,486 Reduced 5.65%	24,805 $1.46 Million
Q1 2024 May 15, 2024	SELL	$50.79 - $56.98 $26.9 Million - $30.2 Million	-529,306 Reduced 95.27%	26,291 $1.5 Million
Q4 2023 Feb 14, 2024	SELL	$44.51 - $52.0 $928,790 - $1.09 Million	-20,867 Reduced 3.62%	555,597 $28.8 Million
Q3 2023 Oct 11, 2023	SELL	$46.29 - $49.87 $2.51 Million - $2.71 Million	-54,256 Reduced 8.6%	576,464 $26.8 Million
Q2 2023 Jul 10, 2023	SELL	$43.77 - $48.16 $315,012 - $346,607	-7,197 Reduced 1.13%	630,720 $30.4 Million
Q1 2023 Apr 14, 2023	SELL	$41.24 - $45.43 $1.86 Million - $2.05 Million	-45,060 Reduced 6.6%	637,917 $28.3 Million
Q4 2022 Jan 31, 2023	SELL	$38.86 - $44.32 $3.19 Million - $3.63 Million	-82,017 Reduced 10.72%	682,977 $28.4 Million
Q3 2022 Oct 25, 2022	BUY	$38.82 - $46.57 $4.48 Million - $5.37 Million	115,286 Added 17.74%	764,994 $29.7 Million
Q2 2022 Aug 03, 2022	BUY	$39.62 - $49.51 $25.7 Million - $32.2 Million	649,708 New	649,708 $26.5 Million
Q1 2022 Apr 18, 2022	SELL	$45.16 - $52.01 $1.13 Million - $1.3 Million	-25,004 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$47.05 - $51.98 $452,385 - $499,787	9,615 Added 62.48%	25,004 $1.29 Million
Q3 2021 Nov 01, 2021	SELL	$46.48 - $49.7 $116,711 - $124,796	-2,511 Reduced 14.03%	15,389 $726,000
Q2 2021 Jul 21, 2021	BUY	$45.75 - $47.12 $818,925 - $843,448	17,900 New	17,900 $844,000

Others Institutions Holding DFUS

# of Institutions

848

Shares Held

205M

Call Options Held

Put Options Held

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Ae Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History