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

Angeles Wealth Management, LLC

$1.2 Billion
Q1 2025

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 34,298 shares of DFUV stock, worth $1.47 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

34,298

Previous 51,523 33.43%

Holding current value

$1.47 Million

Previous $2.11 Million 32.97%

% of portfolio

0.12%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$39.96 - $43.3 $688,311 - $745,842	-17,225 Reduced 33.43%	34,298 $1.41 Million
Q4 2024 Jan 28, 2025	SELL	$40.38 - $44.35 $164,548 - $180,726	-4,075 Reduced 7.33%	51,523 $2.11 Million
Q3 2024 Oct 29, 2024	SELL	$38.51 - $41.69 $225,283 - $243,886	-5,850 Reduced 9.52%	55,598 $2.32 Million
Q2 2024 Aug 07, 2024	SELL	$38.53 - $40.76 $65,501 - $69,292	-1,700 Reduced 2.69%	61,448 $2.41 Million
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

731

Shares Held

274M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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