Asset Planning Corporation Dimensional ETF Tr Us Marketwi Transaction History

Asset Planning Corporation

$159 Million
Q4 2024

A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Asset Planning Corporation holds 34,481 shares of DFUV stock, worth $1.41 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

34,481

Previous 34,863 1.1%

Holding current value

$1.41 Million

Previous $1.45 Million 2.96%

% of portfolio

0.89%

Previous 0.95%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$40.38 - $44.35 $15,425 - $16,941	-382 Reduced 1.1%	34,481 $1.41 Million
Q3 2024 Oct 21, 2024	BUY	$38.51 - $41.69 $693 - $750	18 Added 0.05%	34,863 $1.45 Million
Q2 2024 Jul 31, 2024	SELL	$38.53 - $40.76 $81,452 - $86,166	-2,114 Reduced 5.72%	34,845 $1.37 Million
Q1 2024 Apr 29, 2024	SELL	$36.22 - $40.9 $245,716 - $277,465	-6,784 Reduced 15.51%	36,959 $1.51 Million
Q4 2023 Jan 18, 2024	SELL	$31.85 - $37.39 $7,548 - $8,861	-237 Reduced 0.54%	43,743 $1.63 Million
Q3 2023 Oct 16, 2023	BUY	$33.83 - $36.19 $2,841 - $3,039	84 Added 0.19%	43,980 $1.5 Million
Q2 2023 Jul 12, 2023	BUY	$32.32 - $34.5 $2,650 - $2,829	82 Added 0.19%	43,896 $1.51 Million
Q1 2023 Apr 14, 2023	SELL	$31.9 - $35.83 $7,241 - $8,133	-227 Reduced 0.52%	43,814 $1.47 Million
Q4 2022 Jan 27, 2023	BUY	$30.23 - $35.36 $2,690 - $3,147	89 Added 0.2%	44,041 $0
Q3 2022 Oct 31, 2022	BUY	$29.6 - $34.78 $3,522 - $4,138	119 Added 0.27%	43,952 $1.3 Million
Q2 2022 Jul 27, 2022	BUY	$30.92 - $35.31 $1.36 Million - $1.55 Million	43,833 New	43,833 $1.39 Million

Others Institutions Holding DFUV

# of Institutions

708

Shares Held

275M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning Corporation, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning Corporation with notifications on news.

Account

Asset Planning Corporation Dimensional ETF Tr Us Marketwi Transaction History