Clearstead Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Clearstead Advisors, LLC holds 84,620 shares of DFUV stock, worth $3.46 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

84,620

Previous 84,769 0.18%

Holding current value

$3.46 Million

Previous $3.33 Million 5.98%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.51 - $41.69 $5,737 - $6,211	-149 Reduced 0.18%	84,620 $3.53 Million
Q2 2024 Aug 09, 2024	BUY	$38.53 - $40.76 $2.42 Million - $2.57 Million	62,934 Added 288.23%	84,769 $3.33 Million
Q2 2023 Aug 07, 2023	BUY	$32.32 - $34.5 $226,563 - $241,845	7,010 Added 47.28%	21,835 $753,000
Q1 2023 May 09, 2023	BUY	$31.9 - $35.83 $47,020 - $52,813	1,474 Added 11.04%	14,825 $496,000
Q3 2022 Nov 14, 2022	SELL	$29.6 - $34.78 $19,950 - $23,441	-674 Reduced 4.81%	13,351 $395,000
Q2 2022 Aug 12, 2022	BUY	$30.92 - $35.31 $433,653 - $495,222	14,025 New	14,025 $443,000

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Clearstead Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History