Cape Investment Advisory, Inc. Dimensional ETF Tr U S Equity Transaction History

Cape Investment Advisory, Inc.

$256 Billion
Q4 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 8,276 shares of DFUS stock, worth $497,718. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,276

Previous 8,129 1.81%

Holding current value

$497,718

Previous $506 Million 4.35%

% of portfolio

0.21%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$61.52 - $66.5 $9,043 - $9,775	147 Added 1.81%	8,276 $528 Million
Q3 2024 Nov 14, 2024	BUY	$56.04 - $62.2 $78,736 - $87,391	1,405 Added 20.9%	8,129 $506 Million
Q2 2024 Aug 14, 2024	BUY	$53.83 - $59.14 $24,492 - $26,908	455 Added 7.26%	6,724 $396 Million
Q1 2024 Jun 21, 2024	BUY	$50.79 - $56.98 $46,523 - $52,193	916 Added 17.11%	6,269 $357 Million
Q3 2023 Nov 06, 2023	BUY	$46.29 - $49.87 $32,403 - $34,909	700 Added 15.04%	5,353 $249 Million
Q2 2023 Oct 12, 2023	BUY	$43.77 - $48.16 $30,420 - $33,471	695 Added 17.56%	4,653 $224 Million
Q1 2023 Oct 12, 2023	BUY	$41.24 - $45.43 $163,227 - $179,811	3,958 New	3,958 $176 Million

Others Institutions Holding DFUS

# of Institutions

734

Shares Held

163M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Account

Cape Investment Advisory, Inc. Dimensional ETF Tr U S Equity Transaction History