Retirement Solution Inc. Dimensional ETF Tr U S Equity Transaction History

Retirement Solution Inc.

$152 Million
Q1 2025

A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Retirement Solution Inc. holds 472,678 shares of DFUS stock, worth $26.9 Million. This represents 18.85% of its overall portfolio holdings.

Number of Shares

472,678

Previous 473,728 0.22%

Holding current value

$26.9 Million

Previous $30.2 Million 5.4%

% of portfolio

18.85%

Previous 20.57%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$59.61 - $66.71 $62,590 - $70,045	-1,050 Reduced 0.22%	472,678 $28.6 Million
Q4 2024 Feb 07, 2025	SELL	$61.52 - $66.5 $1.29 Million - $1.4 Million	-20,998 Reduced 4.24%	473,728 $30.2 Million
Q3 2024 Nov 01, 2024	BUY	$56.04 - $62.2 $238,506 - $264,723	4,256 Added 0.87%	494,726 $30.8 Million
Q2 2024 Jul 25, 2024	SELL	$53.83 - $59.14 $562,900 - $618,426	-10,457 Reduced 2.09%	490,470 $28.9 Million
Q1 2024 May 07, 2024	SELL	$50.79 - $56.98 $228,199 - $256,011	-4,493 Reduced 0.89%	500,927 $28.5 Million
Q4 2023 Feb 02, 2024	SELL	$44.51 - $52.0 $435,218 - $508,456	-9,778 Reduced 1.9%	505,420 $26.2 Million
Q3 2023 Oct 13, 2023	SELL	$46.29 - $49.87 $2.26 Million - $2.43 Million	-48,739 Reduced 8.64%	515,198 $24 Million
Q2 2023 Aug 03, 2023	SELL	$43.77 - $48.16 $168,426 - $185,319	-3,848 Reduced 0.68%	563,937 $27.2 Million
Q1 2023 Apr 13, 2023	SELL	$41.24 - $45.43 $1.42 Million - $1.57 Million	-34,517 Reduced 5.73%	567,785 $25.2 Million
Q4 2022 Jan 20, 2023	SELL	$38.86 - $44.32 $3.92 Million - $4.47 Million	-100,825 Reduced 14.34%	602,302 $0
Q3 2022 Oct 17, 2022	BUY	$38.82 - $46.57 $4.03 Million - $4.84 Million	103,835 Added 17.33%	703,127 $27.3 Million
Q2 2022 Jul 21, 2022	BUY	$39.62 - $49.51 $1.05 Million - $1.31 Million	26,503 Added 4.63%	599,292 $24.4 Million
Q1 2022 Apr 29, 2022	BUY	$45.16 - $52.01 $2.34 Million - $2.69 Million	51,732 Added 9.93%	572,789 $28.1 Million
Q4 2021 Mar 17, 2022	BUY	$47.05 - $51.98 $868,307 - $959,290	18,455 Added 3.67%	521,057 $26.9 Million
Q3 2021 Mar 17, 2022	BUY	$46.48 - $49.7 $2.28 Million - $2.44 Million	49,099 Added 10.83%	502,602 $23.7 Million
Q2 2021 Mar 17, 2022	BUY	$45.75 - $47.12 $20.7 Million - $21.4 Million	453,503 New	453,503 $21.4 Million

Others Institutions Holding DFUS

# of Institutions

740

Shares Held

164M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Retirement Solution Inc. with notifications on news.

Account

Retirement Solution Inc. Dimensional ETF Tr U S Equity Transaction History