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

Benchmark Wealth Management, LLC

  • $224 Million
  • Q2 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 22,530 shares of DFUV stock, worth $980,055. This represents 0.43% of its overall portfolio holdings.

Number of Shares
22,530
Previous 16,947 32.94%
Holding current value
$980,055
Previous $692,000 37.57%
% of portfolio
0.43%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$36.25 - $42.28 $202,383 - $236,049
5,583 Added 32.94%
22,530 $952,000
Q1 2025

Apr 07, 2025
BUY
$39.96 - $43.3 $677,202 - $733,805
16,947 New
16,947 $692,000

Others Institutions Holding DFUV

# of Institutions
739
Shares Held
276M
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 Benchmark Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email