Falcon Wealth Planning Dimensional ETF Tr U S Equity Transaction History

Falcon Wealth Planning

$1 Billion
Q3 2025

A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Falcon Wealth Planning holds 24,088 shares of DFUS stock, worth $1.76 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

24,088

Previous 26,205 8.08%

Holding current value

$1.76 Million

Previous $1.76 Million 0.68%

% of portfolio

0.17%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$67.01 - $72.84 $141,860 - $154,202	-2,117 Reduced 8.08%	24,088 $1.74 Million
Q4 2022 Jan 20, 2023	SELL	$38.86 - $44.32 $14,999 - $17,107	-386 Reduced 1.45%	26,205 $0
Q2 2022 Jul 20, 2022	SELL	$39.62 - $49.51 $314,939 - $393,554	-7,949 Reduced 23.01%	26,591 $1.08 Million
Q4 2021 Jan 24, 2022	SELL	$47.05 - $51.98 $17,737 - $19,596	-377 Reduced 1.08%	34,540 $1.79 Million
Q3 2021 Oct 19, 2021	BUY	$46.48 - $49.7 $271,164 - $289,949	5,834 Added 20.06%	34,917 $1.65 Million

Q2 2021 Aug 10, 2021	BUY	$45.75 - $47.12 $1.33 Million - $1.37 Million	29,083 New	29,083 $1.37 Million

Others Institutions Holding DFUS

# of Institutions

833

Shares Held

203M

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

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Falcon Wealth Planning Dimensional ETF Tr U S Equity Transaction History