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

Iht Wealth Management, LLC

$2.99 Billion
Q4 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 20,131 shares of DFUS stock, worth $1.24 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,131

Previous 21,655 7.04%

Holding current value

$1.24 Million

Previous $1.35 Million 4.61%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$61.52 - $66.5 $93,756 - $101,346	-1,524 Reduced 7.04%	20,131 $1.28 Million
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

733

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Industry ETFs

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