Steward Partners Investment Advisory, LLC Dimensional ETF Tr U S Equity Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,767 shares of DFUS stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,767

Previous 16,202 3.49%

Holding current value

$1.1 Million

Previous $1.01 Million 6.16%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$61.52 - $66.5 $34,758 - $37,572	565 Added 3.49%	16,767 $1.07 Million
Q3 2024 Nov 14, 2024	BUY	$56.04 - $62.2 $240,579 - $267,024	4,293 Added 36.05%	16,202 $1.01 Million
Q2 2024 Aug 08, 2024	SELL	$53.83 - $59.14 $29,606 - $32,527	-550 Reduced 4.41%	11,909 $700,000
Q1 2024 May 15, 2024	BUY	$50.79 - $56.98 $21,382 - $23,988	421 Added 3.5%	12,459 $709,000
Q4 2023 Feb 12, 2024	BUY	$44.51 - $52.0 $480,708 - $561,600	10,800 Added 872.37%	12,038 $623,000
Q3 2023 Nov 13, 2023	BUY	$46.29 - $49.87 $4,629 - $4,987	100 Added 8.79%	1,238 $57,000
Q4 2021 Feb 08, 2022	SELL	$47.05 - $51.98 $7,057 - $7,796	-150 Reduced 11.65%	1,138 $59,000
Q2 2021 Aug 13, 2021	BUY	$45.75 - $47.12 $58,926 - $60,690	1,288 New	1,288 $61,000

Others Institutions Holding DFUS

# of Institutions

710

Shares Held

161M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Steward Partners Investment Advisory, LLC Dimensional ETF Tr U S Equity Transaction History