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

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 13,619 shares of DFUS stock, worth $992,961. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,619
Previous 13,619 -0.0%
Holding current value
$992,961
Previous $912,000 8.11%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$53.65 - $67.02 $216,746 - $270,760
4,040 Added 42.18%
13,619 $912,000
Q1 2025

Apr 23, 2025
BUY
$59.61 - $66.71 $156,714 - $175,380
2,629 Added 37.83%
9,579 $579,000
Q4 2024

Jan 22, 2025
BUY
$61.52 - $66.5 $73,270 - $79,201
1,191 Added 20.68%
6,950 $443,000
Q2 2024

Aug 02, 2024
BUY
$53.83 - $59.14 $310,006 - $340,587
5,759 New
5,759 $338,000

Others Institutions Holding DFUS

# of Institutions
833
Shares Held
203M
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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