West Hill Financial Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History

West Hill Financial Advisors, Inc.

$445 Million
Q4 2024

A detailed history of West Hill Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 14,870 shares of DFUS stock, worth $905,285. This represents 0.21% of its overall portfolio holdings.

Number of Shares

14,870

Previous 14,870 -0.0%

Holding current value

$905,285

Previous $924,000 2.6%

% of portfolio

0.21%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$56.04 - $62.2 $952 - $1,057	-17 Reduced 0.11%	14,870 $924,000
Q1 2024 Apr 24, 2024	SELL	$50.79 - $56.98 $7,618 - $8,547	-150 Reduced 1.0%	14,887 $848,000
Q2 2023 Aug 10, 2023	SELL	$43.77 - $48.16 $1,969 - $2,167	-45 Reduced 0.3%	15,037 $724,000
Q1 2023 May 11, 2023	SELL	$41.24 - $45.43 $19,877 - $21,897	-482 Reduced 3.1%	15,082 $670,000
Q4 2022 Feb 14, 2023	BUY	$38.86 - $44.32 $18,730 - $21,362	482 Added 3.2%	15,564 $647,000
Q1 2022 Apr 27, 2022	SELL	$45.16 - $52.01 $903 - $1,040	-20 Reduced 0.13%	15,082 $739,000
Q3 2021 Oct 13, 2021	BUY	$46.48 - $49.7 $701,940 - $750,569	15,102 New	15,102 $712,000

Others Institutions Holding DFUS

# of Institutions

728

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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West Hill Financial Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History