Castle Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Castle Wealth Management LLC

  • $169 Million
  • Q1 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 14,433 shares of DFUV stock, worth $562,598. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,433
Previous 14,433 -0.0%
Holding current value
$562,598
Previous $537,000 9.87%
% of portfolio
0.35%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$30.15 - $34.78 $119,695 - $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
593
Shares Held
242M
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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