Castle Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Castle Wealth Management LLC

  • $183 Million
  • Q4 2024

A detailed history of Castle Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Castle Wealth Management LLC holds 12,273 shares of DFUV stock, worth $495,215. This represents 0.28% of its overall portfolio holdings.

Number of Shares
12,273
Previous 12,273 -0.0%
Holding current value
$495,215
Previous $511,000 1.76%
% of portfolio
0.28%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$38.53 - $40.76 $83,224 - $88,041
-2,160 Reduced 14.97%
12,273 $481,000
Q3 2023

Nov 03, 2023
SELL
$33.83 - $36.19 $11,163 - $11,942
-330 Reduced 2.24%
14,433 $491,000
Q3 2022

Nov 07, 2022
SELL
$29.6 - $34.78 $117,512 - $138,076
-3,970 Reduced 21.19%
14,763 $437,000
Q2 2022

Aug 01, 2022
BUY
$30.92 - $35.31 $579,224 - $661,462
18,733 New
18,733 $592,000

Others Institutions Holding DFUV

# of Institutions
704
Shares Held
275M
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 Castle Wealth Management LLC Portfolio

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

News

Stay updated on Castle Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email