Captrust Financial Advisors Dimensional ETF Tr Us Marketwi Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Captrust Financial Advisors holds 156,610 shares of DFUV stock, worth $6.81 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
156,610
Previous 179,721 12.86%
Holding current value
$6.81 Million
Previous $7.35 Million 12.25%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$39.96 - $43.3 $923,515 - $1 Million
-23,111 Reduced 12.86%
156,610 $6.45 Million
Q4 2024

Feb 14, 2025
BUY
$40.38 - $44.35 $307,332 - $337,547
7,611 Added 4.42%
179,721 $7.35 Million
Q3 2024

Nov 14, 2024
BUY
$38.51 - $41.69 $1.5 Million - $1.62 Million
38,841 Added 29.14%
172,110 $7.18 Million
Q2 2024

Aug 14, 2024
SELL
$38.53 - $40.76 $110,581 - $116,981
-2,870 Reduced 2.11%
133,269 $5.23 Million
Q1 2024

May 15, 2024
SELL
$36.22 - $40.9 $1.9 Million - $2.15 Million
-52,476 Reduced 27.82%
136,139 $5.57 Million
Q4 2023

Feb 14, 2024
SELL
$31.85 - $37.39 $39,462 - $46,326
-1,239 Reduced 0.65%
188,615 $7.02 Million
Q3 2023

Nov 14, 2023
BUY
$33.83 - $36.19 $1.96 Million - $2.1 Million
57,929 Added 43.91%
189,854 $6.46 Million
Q2 2023

Aug 14, 2023
SELL
$32.32 - $34.5 $344,692 - $367,942
-10,665 Reduced 7.48%
131,925 $4.55 Million
Q1 2023

May 15, 2023
BUY
$31.9 - $35.83 $164,125 - $184,345
5,145 Added 3.74%
142,590 $4.77 Million
Q4 2022

Feb 15, 2023
SELL
$30.23 - $35.36 $6,771 - $7,920
-224 Reduced 0.16%
137,445 $4.6 Million
Q3 2022

Nov 16, 2022
BUY
$29.6 - $34.78 $115,913 - $136,198
3,916 Added 2.93%
137,669 $4.08 Million
Q2 2022

Aug 16, 2022
BUY
$30.92 - $35.31 $4.14 Million - $4.72 Million
133,753 New
133,753 $4.23 Million

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
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