Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr U S Equity Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 6,705 shares of DFUS stock, worth $388,286. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,705
Previous 6,705 -0.0%
Holding current value
$388,286
Previous $417,000 2.4%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$56.04 - $62.2 $8,406 - $9,330
-150 Reduced 2.19%
6,705 $417,000
Q1 2024

May 15, 2024
BUY
$50.79 - $56.98 $348,165 - $390,597
6,855 New
6,855 $390,000

Others Institutions Holding DFUS

# of Institutions
741
Shares Held
163M
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
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email