Heron Financial Group, LLC Dimensional ETF Tr U S Equity Transaction History

Heron Financial Group, LLC

  • $185 Million
  • Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Heron Financial Group, LLC holds 8,809 shares of DFUS stock, worth $642,264. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,809
Previous 8,859 0.56%
Holding current value
$642,264
Previous $393,000 7.89%
% of portfolio
0.23%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
SELL
$43.77 - $48.16 $2,188 - $2,408
-50 Reduced 0.56%
8,809 $424,000
Q1 2023

Apr 19, 2023
SELL
$41.24 - $45.43 $18,558 - $20,443
-450 Reduced 4.83%
8,859 $393,000
Q2 2022

Jul 29, 2022
SELL
$39.62 - $49.51 $9,905 - $12,377
-250 Reduced 2.62%
9,309 $379,000
Q3 2021

Nov 04, 2021
SELL
$46.48 - $49.7 $38,950 - $41,648
-838 Reduced 8.06%
9,559 $451,000
Q2 2021

Aug 16, 2021
BUY
$45.75 - $47.12 $475,662 - $489,906
10,397 New
10,397 $490,000

Others Institutions Holding DFUS

# of Institutions
833
Shares Held
203M
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
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