Disciplined Equity Management, Inc. Dimensional ETF Tr U S Equity Transaction History

Disciplined Equity Management, Inc.

$153 Million
Q4 2024

A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 468,148 shares of DFUS stock, worth $29 Million. This represents 19.5% of its overall portfolio holdings.

Number of Shares

468,148

Previous 488,023 4.07%

Holding current value

$29 Million

Previous $30.4 Million 1.62%

% of portfolio

19.5%

Previous 19.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$61.52 - $66.5 $1.22 Million - $1.32 Million	-19,875 Reduced 4.07%	468,148 $29.9 Million
Q3 2024 Oct 11, 2024	SELL	$56.04 - $62.2 $410,773 - $455,926	-7,330 Reduced 1.48%	488,023 $30.4 Million
Q2 2024 Aug 14, 2024	BUY	$53.83 - $59.14 $430,801 - $473,297	8,003 Added 1.64%	495,353 $29.2 Million
Q1 2024 May 03, 2024	BUY	$50.79 - $56.98 $185,992 - $208,660	3,662 Added 0.76%	487,350 $27.8 Million
Q4 2023 Feb 02, 2024	BUY	$44.51 - $52.0 $1.35 Million - $1.58 Million	30,422 Added 6.71%	483,688 $25.1 Million
Q3 2023 Nov 14, 2023	SELL	$46.29 - $49.87 $233,810 - $251,893	-5,051 Reduced 1.1%	453,266 $21.1 Million
Q2 2023 Aug 14, 2023	SELL	$43.77 - $48.16 $6,609 - $7,272	-151 Reduced 0.03%	458,317 $22.1 Million
Q1 2023 Apr 28, 2023	BUY	$41.24 - $45.43 $825,501 - $909,372	20,017 Added 4.57%	458,468 $20.4 Million
Q4 2022 Jan 13, 2023	SELL	$38.86 - $44.32 $243,185 - $277,354	-6,258 Reduced 1.41%	438,451 $18.2 Million
Q3 2022 Oct 14, 2022	BUY	$38.82 - $46.57 $448,759 - $538,349	11,560 Added 2.67%	444,709 $17.3 Million
Q2 2022 Aug 05, 2022	BUY	$39.62 - $49.51 $817,519 - $1.02 Million	20,634 Added 5.0%	433,149 $17.7 Million
Q1 2022 Apr 27, 2022	BUY	$45.16 - $52.01 $386,208 - $444,789	8,552 Added 2.12%	412,515 $20.2 Million
Q4 2021 Feb 14, 2022	BUY	$47.05 - $51.98 $19 Million - $21 Million	403,963 New	403,963 $20.9 Million

Others Institutions Holding DFUS

# of Institutions

727

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 Disciplined Equity Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Equity Management, Inc. with notifications on news.

Account

Disciplined Equity Management, Inc. Dimensional ETF Tr U S Equity Transaction History