Angeles Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Angeles Wealth Management, LLC

  • $997 Million
  • Q1 2024

A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 63,148 shares of DFUV stock, worth $2.46 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
63,148
Previous 63,148 -0.0%
Holding current value
$2.46 Million
Previous $2.35 Million 9.87%
% of portfolio
0.26%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
SELL
$31.85 - $37.39 $113,067 - $132,734
-3,550 Reduced 5.32%
63,148 $2.35 Million
Q1 2023

May 11, 2023
BUY
$31.9 - $35.83 $9,952 - $11,178
312 Added 0.47%
66,698 $2.23 Million
Q2 2022

Aug 04, 2022
BUY
$30.92 - $35.31 $2.05 Million - $2.34 Million
66,386 New
66,386 $2.1 Million

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
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 Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, 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 Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email