Allworth Financial LP Dimensional ETF Tr U S Equity Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Allworth Financial LP holds 117,135 shares of DFUS stock, worth $7.15 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

117,135

Previous 124,949 6.25%

Holding current value

$7.15 Million

Previous $7.77 Million 3.85%

% of portfolio

0.04%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$61.52 - $66.5 $480,717 - $519,631	-7,814 Reduced 6.25%	117,135 $7.47 Million
Q3 2024 Oct 23, 2024	SELL	$56.04 - $62.2 $135,953 - $150,897	-2,426 Reduced 1.9%	124,949 $7.77 Million
Q2 2024 Jul 23, 2024	BUY	$53.83 - $59.14 $3.93 Million - $4.32 Million	72,976 Added 134.15%	127,375 $7.5 Million
Q1 2024 Apr 25, 2024	BUY	$50.79 - $56.98 $8,126 - $9,116	160 Added 0.29%	54,399 $3.1 Million
Q4 2023 Jan 24, 2024	BUY	$44.51 - $52.0 $278,988 - $325,936	6,268 Added 13.07%	54,239 $2.81 Million
Q3 2023 Oct 31, 2023	SELL	$46.29 - $49.87 $17,775 - $19,150	-384 Reduced 0.79%	47,971 $2.23 Million
Q2 2023 Jul 18, 2023	BUY	$43.77 - $48.16 $393,229 - $432,669	8,984 Added 22.82%	48,355 $2.33 Million
Q1 2023 Apr 18, 2023	BUY	$41.24 - $45.43 $34,806 - $38,342	844 Added 2.19%	39,371 $1.75 Million
Q4 2022 Jan 13, 2023	BUY	$38.86 - $44.32 $374,493 - $427,111	9,637 Added 33.36%	38,527 $0
Q3 2022 Oct 18, 2022	BUY	$38.82 - $46.57 $755,398 - $906,205	19,459 Added 206.33%	28,890 $1.12 Million
Q2 2022 Jul 13, 2022	BUY	$39.62 - $49.51 $373,656 - $466,928	9,431 New	9,431 $384,000

Others Institutions Holding DFUS

# of Institutions

731

Shares Held

163M

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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Allworth Financial LP Dimensional ETF Tr U S Equity Transaction History