Surevest, LLC Dimensional ETF Tr U S Equity Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Surevest, LLC holds 8,907 shares of DFUS stock, worth $543,594. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,907
Previous 8,907 -0.0%
Holding current value
$543,594
Previous $363,000 4.68%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
BUY
$39.62 - $49.51 $352,895 - $440,985
8,907 New
8,907 $363,000
Q1 2022

May 16, 2022
SELL
$45.16 - $52.01 $402,240 - $463,253
-8,907 Closed
0 $0
Q4 2021

Feb 11, 2022
SELL
$47.05 - $51.98 $4,893 - $5,405
-104 Reduced 1.15%
8,907 $460,000
Q3 2021

Oct 13, 2021
BUY
$46.48 - $49.7 $418,831 - $447,846
9,011 New
9,011 $425,000

Others Institutions Holding DFUS

# of Institutions
732
Shares Held
163M
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
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email