Focused Wealth Management, Inc Dimensional ETF Tr U S Equity Transaction History

Focused Wealth Management, Inc

$906 Million
Q3 2025

A detailed history of Focused Wealth Management, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Focused Wealth Management, Inc holds 5,022 shares of DFUS stock, worth $366,154. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,022

Previous 5,010 0.24%

Holding current value

$366,154

Previous $335,000 8.36%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$67.01 - $72.84 $804 - $874	12 Added 0.24%	5,022 $363,000
Q2 2025 Jul 15, 2025	BUY	$53.65 - $67.02 $751 - $938	14 Added 0.28%	5,010 $335,000
Q1 2025 May 01, 2025	BUY	$59.61 - $66.71 $655 - $733	11 Added 0.22%	4,996 $302,000
Q4 2024 Jan 28, 2025	BUY	$61.52 - $66.5 $1,107 - $1,197	18 Added 0.36%	4,985 $317,000
Q3 2024 Oct 30, 2024	BUY	$56.04 - $62.2 $672 - $746	12 Added 0.24%	4,967 $308,000

Q2 2024 Jul 30, 2024	SELL	$53.83 - $59.14 $1,130 - $1,241	-21 Reduced 0.42%	4,955 $291,000
Q1 2024 May 08, 2024	SELL	$50.79 - $56.98 $18,030 - $20,227	-355 Reduced 6.66%	4,976 $283,000
Q4 2022 Jan 13, 2023	BUY	$38.86 - $44.32 $207,162 - $236,269	5,331 New	5,331 $0

Others Institutions Holding DFUS

# of Institutions

833

Shares Held

203M

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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Focused Wealth Management, Inc Dimensional ETF Tr U S Equity Transaction History