Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Us Marketwi Transaction History

Allegiance Financial Group Advisory Services LLC

  • $309 Billion
  • Q4 2024

A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 23,008 shares of DFUV stock, worth $905,364. This represents 0.3% of its overall portfolio holdings.

Number of Shares
23,008
Previous 23,221 0.92%
Holding current value
$905,364
Previous $968 Million 2.75%
% of portfolio
0.3%
Previous 0.34%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$40.38 - $44.35 $8,600 - $9,446
-213 Reduced 0.92%
23,008 $942 Million
Q3 2024

Nov 13, 2024
BUY
$38.51 - $41.69 $42,399 - $45,900
1,101 Added 4.98%
23,221 $968 Million
Q2 2024

Jul 24, 2024
BUY
$38.53 - $40.76 $1,040 - $1,100
27 Added 0.12%
22,120 $869 Million
Q1 2024

Apr 30, 2024
BUY
$36.22 - $40.9 $253 - $286
7 Added 0.03%
22,093 $904 Million
Q4 2023

Jan 22, 2024
SELL
$31.85 - $37.39 $6,401 - $7,515
-201 Reduced 0.9%
22,086 $822 Million
Q3 2023

Oct 31, 2023
BUY
$33.83 - $36.19 $101 - $108
3 Added 0.01%
22,287 $758 Million
Q2 2023

Jul 26, 2023
SELL
$32.32 - $34.5 $362,339 - $386,779
-11,211 Reduced 33.47%
22,284 $769 Million
Q1 2023

Apr 25, 2023
BUY
$31.9 - $35.83 $893 - $1,003
28 Added 0.08%
33,495 $1.12 Billion
Q4 2022

Feb 01, 2023
BUY
$30.23 - $35.36 $1.01 Million - $1.18 Million
33,467 New
33,467 $1.12 Billion

Others Institutions Holding DFUV

# of Institutions
720
Shares Held
271M
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
Track This Portfolio

Track Allegiance Financial Group Advisory Services LLC Portfolio

Follow Allegiance Financial Group Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allegiance Financial Group Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allegiance Financial Group Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email