Investment Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History

Investment Advisory Group, LLC

$290 Million
Q1 2025

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Investment Advisory Group, LLC holds 151,216 shares of DFUS stock, worth $8.76 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

151,216

Previous 133,598 13.19%

Holding current value

$8.76 Million

Previous $8.52 Million 6.71%

% of portfolio

3.14%

Previous 2.92%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$59.61 - $66.71 $1.05 Million - $1.18 Million	17,618 Added 13.19%	151,216 $9.09 Million
Q4 2024 Jan 17, 2025	BUY	$61.52 - $66.5 $1.12 Million - $1.21 Million	18,242 Added 15.81%	133,598 $8.52 Million
Q3 2024 Oct 15, 2024	BUY	$56.04 - $62.2 $1.18 Million - $1.31 Million	21,079 Added 22.36%	115,356 $7.18 Million
Q2 2024 Jul 31, 2024	BUY	$53.83 - $59.14 $1.21 Million - $1.32 Million	22,386 Added 31.14%	94,277 $5.55 Million
Q1 2024 Apr 29, 2024	BUY	$50.79 - $56.98 $874,349 - $980,910	17,215 Added 31.49%	71,891 $4.1 Million
Q4 2023 Jan 30, 2024	BUY	$44.51 - $52.0 $626,522 - $731,952	14,076 Added 34.67%	54,676 $2.83 Million
Q3 2023 Oct 16, 2023	BUY	$46.29 - $49.87 $135,768 - $146,268	2,933 Added 7.79%	40,600 $1.89 Million
Q2 2023 Jul 17, 2023	BUY	$43.77 - $48.16 $168,514 - $185,416	3,850 Added 11.38%	37,667 $1.81 Million
Q1 2023 May 02, 2023	BUY	$41.24 - $45.43 $58,890 - $64,874	1,428 Added 4.41%	33,817 $1.5 Million
Q4 2022 Jan 19, 2023	SELL	$38.86 - $44.32 $36,528 - $41,660	-940 Reduced 2.82%	32,389 $0
Q3 2022 Oct 24, 2022	BUY	$38.82 - $46.57 $54,697 - $65,617	1,409 Added 4.41%	33,329 $1.29 Million
Q2 2022 Jul 18, 2022	BUY	$39.62 - $49.51 $92,988 - $116,199	2,347 Added 7.94%	31,920 $1.3 Million
Q1 2022 Apr 29, 2022	SELL	$45.16 - $52.01 $24,521 - $28,241	-543 Reduced 1.8%	29,573 $1.45 Million
Q4 2021 Feb 11, 2022	BUY	$47.05 - $51.98 $1.42 Million - $1.57 Million	30,116 New	30,116 $1.47 Million

Others Institutions Holding DFUS

# of Institutions

742

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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Investment Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History