Asset Planning Corporation Dimensional ETF Tr Us Marketwi Transaction History

Asset Planning Corporation

$136 Million
Q1 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 36,959 shares of DFUV stock, worth $1.44 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

36,959

Previous 43,743 15.51%

Holding current value

$1.44 Million

Previous $1.63 Million 7.19%

% of portfolio

1.11%

Previous 1.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.0 - $35.36 $2,937 - $3,147	89 Added 0.2%	44,041 $0
Q3 2022 Oct 31, 2022	BUY	$30.15 - $34.78 $3,587 - $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

593

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Asset Planning Corporation Dimensional ETF Tr Us Marketwi Transaction History