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 $576,193. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,907
Previous 8,907 -0.0%
Holding current value
$576,193
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

About DIMENSIONAL ETF TR U S EQUITY


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