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

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 2024

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 6,866 shares of DFUV stock, worth $303,683. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,866
Previous 6,837 0.42%
Holding current value
$303,683
Previous $268 Million 6.61%
% of portfolio
0.2%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
641
Shares Held
267M
Call Options Held
300
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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