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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

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 6,950 shares of DFUS stock, worth $461,827. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,950
Previous 5,759 20.68%
Holding current value
$461,827
Previous $358,000 23.74%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
716
Shares Held
162M
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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