A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 39,493 shares of DFUV stock, worth $1.62 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
39,493
Previous 38,269 3.2%
Holding current value
$1.62 Million
Previous $1.5 Million 9.59%
% of portfolio
0.61%
Previous 0.6%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$38.51 - $41.69 $47,136 - $51,028
1,224 Added 3.2%
39,493 $1.65 Million
Q2 2024

Jul 26, 2024

BUY
$38.53 - $40.76 $98,598 - $104,304
2,559 Added 7.17%
38,269 $1.5 Million
Q1 2024

May 01, 2024

BUY
$36.22 - $40.9 $51,323 - $57,955
1,417 Added 4.13%
35,710 $1.46 Million
Q4 2023

Jan 23, 2024

SELL
$31.85 - $37.39 $163,772 - $192,259
-5,142 Reduced 13.04%
34,293 $1.28 Million
Q3 2023

Oct 25, 2023

BUY
$33.83 - $36.19 $57,984 - $62,029
1,714 Added 4.54%
39,435 $1.34 Million
Q2 2023

Jul 17, 2023

BUY
$32.32 - $34.5 $120,844 - $128,995
3,739 Added 11.0%
37,721 $1.3 Million
Q1 2023

Apr 18, 2023

BUY
$31.9 - $35.83 $581,951 - $653,646
18,243 Added 115.91%
33,982 $1.14 Million
Q4 2022

Jan 20, 2023

BUY
$30.23 - $35.36 $475,789 - $556,531
15,739 New
15,739 $0
Q2 2022

Jul 25, 2022

BUY
$30.92 - $35.31 $441,568 - $504,262
14,281 New
14,281 $451,000

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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