Whalen Wealth Management Inc. Dimensional ETF Tr Us Marketwi Transaction History

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025

A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 6,955 shares of DFUV stock, worth $296,004. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,955
Previous 6,923 0.46%
Holding current value
$296,004
Previous $285 Million 3.08%
% of portfolio
0.18%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$36.25 - $42.28 $1,160 - $1,352
32 Added 0.46%
6,955 $294 Million
Q1 2025

Apr 22, 2025
BUY
$39.96 - $43.3 $1,118 - $1,212
28 Added 0.41%
6,923 $285 Million
Q4 2024

Jan 17, 2025
BUY
$40.38 - $44.35 $1,171 - $1,286
29 Added 0.42%
6,895 $282 Million
Q3 2024

Nov 07, 2024
BUY
$38.51 - $41.69 $1,116 - $1,209
29 Added 0.42%
6,866 $286 Million
Q2 2024

Aug 01, 2024
BUY
$38.53 - $40.76 $1,194 - $1,263
31 Added 0.46%
6,837 $268 Million
Q4 2023

Feb 13, 2024
BUY
$31.85 - $37.39 $216,771 - $254,476
6,806 New
6,806 $253 Million

Others Institutions Holding DFUV

# of Institutions
736
Shares Held
277M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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