A detailed history of Pds Planning, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Pds Planning, Inc holds 4,298 shares of DFUS stock, worth $281,261. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,298
Previous 4,287 0.26%
Holding current value
$281,261
Previous $252,000 5.95%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$56.04 - $62.2 $616 - $684
11 Added 0.26%
4,298 $267,000
Q2 2024

Aug 07, 2024

BUY
$53.83 - $59.14 $645 - $709
12 Added 0.28%
4,287 $252,000
Q1 2024

May 01, 2024

BUY
$50.79 - $56.98 $406 - $455
8 Added 0.19%
4,275 $243,000
Q4 2023

Feb 01, 2024

BUY
$44.51 - $52.0 $189,924 - $221,884
4,267 New
4,267 $221,000
Q2 2023

Jul 20, 2023

BUY
$43.77 - $48.16 $185,278 - $203,861
4,233 New
4,233 $203,000
Q1 2022

Apr 18, 2022

SELL
$45.16 - $52.01 $191,026 - $220,002
-4,230 Closed
0 $0
Q4 2021

Jan 25, 2022

BUY
$47.05 - $51.98 $199,021 - $219,875
4,230 New
4,230 $219,000

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.