A detailed history of R. W. Roge & Company, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 4,982 shares of DFUS stock, worth $326,719. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,982
Previous 7,302 31.77%
Holding current value
$326,719
Previous $454,000 30.18%
% of portfolio
0.17%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

SELL
$61.52 - $66.5 $142,726 - $154,280
-2,320 Reduced 31.77%
4,982 $317,000
Q3 2024

Nov 08, 2024

SELL
$56.04 - $62.2 $2,241 - $2,488
-40 Reduced 0.54%
7,302 $454,000
Q2 2024

Aug 01, 2024

SELL
$53.83 - $59.14 $1,884 - $2,069
-35 Reduced 0.47%
7,342 $432,000
Q1 2024

May 03, 2024

BUY
$50.79 - $56.98 $35,451 - $39,772
698 Added 10.45%
7,377 $421,000
Q4 2023

Jan 26, 2024

BUY
$44.51 - $52.0 $88,975 - $103,948
1,999 Added 42.71%
6,679 $346,000
Q3 2023

Nov 03, 2023

BUY
$46.29 - $49.87 $216,637 - $233,391
4,680 New
4,680 $208,000

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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