Wealthstream Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History

Wealthstream Advisors, Inc.

$519 Million
Q4 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 586,452 shares of DFUS stock, worth $35.8 Million. This represents 7.21% of its overall portfolio holdings.

Number of Shares

586,452

Previous 593,332 1.16%

Holding current value

$35.8 Million

Previous $36.9 Million 1.37%

% of portfolio

7.21%

Previous 7.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$61.52 - $66.5 $423,257 - $457,520	-6,880 Reduced 1.16%	586,452 $37.4 Million
Q3 2024 Nov 06, 2024	SELL	$56.04 - $62.2 $1.36 Million - $1.51 Million	-24,295 Reduced 3.93%	593,332 $36.9 Million
Q2 2024 Jul 29, 2024	SELL	$53.83 - $59.14 $325,563 - $357,678	-6,048 Reduced 0.97%	617,627 $36.3 Million
Q1 2024 May 08, 2024	SELL	$50.79 - $56.98 $1.74 Million - $1.95 Million	-34,193 Reduced 5.2%	623,675 $35.5 Million
Q4 2023 Feb 12, 2024	SELL	$44.51 - $52.0 $623,362 - $728,260	-14,005 Reduced 2.08%	657,868 $34.1 Million
Q3 2023 Nov 06, 2023	SELL	$46.29 - $49.87 $814,055 - $877,013	-17,586 Reduced 2.55%	671,873 $31.3 Million
Q2 2023 Aug 02, 2023	BUY	$43.77 - $48.16 $37,773 - $41,562	863 Added 0.13%	689,459 $33.2 Million
Q1 2023 May 02, 2023	SELL	$41.24 - $45.43 $55,797 - $61,466	-1,353 Reduced 0.2%	688,596 $30.6 Million
Q4 2022 Feb 02, 2023	SELL	$38.86 - $44.32 $79,818 - $91,033	-2,054 Reduced 0.3%	689,949 $28.7 Million
Q3 2022 Oct 28, 2022	SELL	$38.82 - $46.57 $161,879 - $194,196	-4,170 Reduced 0.6%	692,003 $26.9 Million
Q2 2022 Aug 05, 2022	SELL	$39.62 - $49.51 $1.26 Million - $1.57 Million	-31,707 Reduced 4.36%	696,173 $28.4 Million
Q1 2022 May 10, 2022	BUY	$45.16 - $52.01 $638,697 - $735,577	14,143 Added 1.98%	727,880 $35.7 Million
Q4 2021 Feb 09, 2022	BUY	$47.05 - $51.98 $33.6 Million - $37.1 Million	713,737 New	713,737 $36.9 Million

Others Institutions Holding DFUS

# of Institutions

731

Shares Held

163M

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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Wealthstream Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History