Iht Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Iht Wealth Management, LLC holds 21,655 shares of DFUS stock, worth $1.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,655
Previous 20,046 8.03%
Holding current value
$1.4 Million
Previous $1.18 Million 14.16%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$56.04 - $62.2 $90,168 - $100,079
1,609 Added 8.03%
21,655 $1.35 Million
Q2 2024

Aug 14, 2024
BUY
$53.83 - $59.14 $95,117 - $104,500
1,767 Added 9.67%
20,046 $1.18 Million
Q1 2024

May 15, 2024
BUY
$50.79 - $56.98 $50 - $56
1 Added 0.01%
18,279 $1.04 Million
Q4 2023

Feb 14, 2024
BUY
$44.51 - $52.0 $2,759 - $3,224
62 Added 0.34%
18,278 $947,000
Q3 2023

Nov 14, 2023
BUY
$46.29 - $49.87 $2,175 - $2,343
47 Added 0.26%
18,216 $847,000
Q2 2023

Aug 14, 2023
BUY
$43.77 - $48.16 $2,057 - $2,263
47 Added 0.26%
18,169 $875,000
Q1 2023

May 15, 2023
BUY
$41.24 - $45.43 $2,185 - $2,407
53 Added 0.29%
18,122 $805,000
Q4 2022

Feb 14, 2023
BUY
$38.86 - $44.32 $3,069 - $3,501
79 Added 0.44%
18,069 $751,000
Q3 2022

Nov 22, 2022
BUY
$38.82 - $46.57 $2,600 - $3,120
67 Added 0.37%
17,990 $698,000
Q2 2022

Aug 15, 2022
BUY
$39.62 - $49.51 $710,109 - $887,367
17,923 New
17,923 $730,000
Q1 2022

May 16, 2022
SELL
$45.16 - $52.01 $806,602 - $928,950
-17,861 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$47.05 - $51.98 $2,399 - $2,650
51 Added 0.29%
17,861 $923,000
Q3 2021

Nov 15, 2021
BUY
$46.48 - $49.7 $1,673 - $1,789
36 Added 0.2%
17,810 $840,000
Q2 2021

Aug 16, 2021
BUY
$45.75 - $47.12 $813,160 - $837,510
17,774 New
17,774 $838,000

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
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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