Ae Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

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 13,434 shares of DFUV stock, worth $545,151. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,434
Previous 9,722 38.18%
Holding current value
$545,151
Previous $397,000 39.29%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$39.96 - $43.3 $148,331 - $160,729
3,712 Added 38.18%
13,434 $553,000
Q4 2024

Feb 13, 2025
SELL
$40.38 - $44.35 $444 - $487
-11 Reduced 0.11%
9,722 $397,000
Q3 2024

Nov 14, 2024
SELL
$38.51 - $41.69 $246,849 - $267,232
-6,410 Reduced 39.71%
9,733 $405,000
Q2 2024

Aug 12, 2024
BUY
$38.53 - $40.76 $296,719 - $313,892
7,701 Added 91.22%
16,143 $633,000
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
$30.23 - $35.36 $46,100 - $53,924
-1,525 Reduced 8.43%
16,563 $554,000
Q3 2022

Oct 25, 2022
SELL
$29.6 - $34.78 $85,780 - $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
729
Shares Held
274M
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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