Ae Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Ae Wealth Management LLC

$8.07 Billion
Q1 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ae Wealth Management LLC holds 8,442 shares of DFUV stock, worth $330,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,442

Previous 34,946 75.84%

Holding current value

$330,841

Previous $1.3 Million 73.46%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$36.22 - $40.9 $959,974 - $1.08 Million	-26,504 Reduced 75.84%	8,442 $345,000
Q4 2023 Feb 14, 2024	BUY	$31.85 - $37.39 $598,047 - $702,072	18,777 Added 116.13%	34,946 $1.3 Million
Q3 2023 Oct 11, 2023	BUY	$33.83 - $36.19 $6,664 - $7,129	197 Added 1.23%	16,169 $550,000
Q2 2023 Jul 10, 2023	SELL	$32.32 - $34.5 $23,335 - $24,909	-722 Reduced 4.32%	15,972 $551,000
Q1 2023 Apr 14, 2023	BUY	$31.9 - $35.83 $4,178 - $4,693	131 Added 0.79%	16,694 $558,000

Q4 2022 Jan 31, 2023	SELL	$33.0 - $35.36 $50,325 - $53,924	-1,525 Reduced 8.43%	16,563 $554,000
Q3 2022 Oct 25, 2022	SELL	$30.15 - $34.78 $87,374 - $100,792	-2,898 Reduced 13.81%	18,088 $536,000
Q2 2022 Aug 03, 2022	BUY	$30.92 - $35.31 $648,887 - $741,015	20,986 New	20,986 $663,000

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Ae Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History