Clearstead Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Clearstead Advisors, LLC

  • $2.01 Billion
  • Q1 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 21,835 shares of DFUV stock, worth $851,128. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,835
Previous 21,835 -0.0%
Holding current value
$851,128
Previous $812,000 9.98%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$30.15 - $34.78 $20,321 - $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
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email