Whalen Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History

Whalen Wealth Management Inc.

$186 Billion
Q4 2025

A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,811 shares of DFUS stock, worth $204,950. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,811

Previous 4,802 41.46%

Holding current value

$204,950

Previous $348 Million 40.08%

% of portfolio

0.11%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$71.0 - $74.64 $141,361 - $148,608	-1,991 Reduced 41.46%	2,811 $208 Million
Q3 2025 Oct 09, 2025	BUY	$67.01 - $72.84 $804 - $874	12 Added 0.25%	4,802 $348 Million
Q2 2025 Aug 04, 2025	BUY	$53.65 - $67.02 $643 - $804	12 Added 0.25%	4,790 $321 Million
Q1 2025 Apr 22, 2025	BUY	$59.61 - $66.71 $655 - $733	11 Added 0.23%	4,778 $289 Million
Q4 2024 Jan 17, 2025	BUY	$61.52 - $66.5 $1,045 - $1,130	17 Added 0.36%	4,767 $304 Million

Q3 2024 Nov 07, 2024	BUY	$56.04 - $62.2 $672 - $746	12 Added 0.25%	4,750 $295 Million
Q2 2024 Aug 01, 2024	BUY	$53.83 - $59.14 $699 - $768	13 Added 0.28%	4,738 $279 Million
Q4 2023 Feb 13, 2024	BUY	$44.51 - $52.0 $210,309 - $245,700	4,725 New	4,725 $245 Million

Others Institutions Holding DFUS

# of Institutions

840

Shares Held

206M

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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Whalen Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History