J.W. Cole Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 12,664 shares of DFUS stock, worth $841,522. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,664

Previous 18,904 33.01%

Holding current value

$841,522

Previous $1.18 Million 31.32%

% of portfolio

0.03%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$61.52 - $66.5 $383,884 - $414,960	-6,240 Reduced 33.01%	12,664 $807,000
Q3 2024 Oct 24, 2024	BUY	$56.04 - $62.2 $29,645 - $32,903	529 Added 2.88%	18,904 $1.18 Million
Q2 2024 Aug 08, 2024	SELL	$53.83 - $59.14 $79,022 - $86,817	-1,468 Reduced 7.4%	18,375 $1.08 Million
Q1 2024 Apr 30, 2024	BUY	$50.79 - $56.98 $79,841 - $89,572	1,572 Added 8.6%	19,843 $1.13 Million
Q4 2023 Jan 31, 2024	BUY	$44.51 - $52.0 $813,242 - $950,092	18,271 New	18,271 $946,000
Q1 2022 May 16, 2022	BUY	$45.16 - $52.01 $3.37 Million - $3.88 Million	74,539 New	74,539 $25,000

Others Institutions Holding DFUS

# of Institutions

720

Shares Held

161M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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J.W. Cole Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History