Clearstead Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

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 74,353 shares of DFUV stock, worth $3.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
74,353
Previous 81,619 8.9%
Holding current value
$3.35 Million
Previous $3.36 Million 6.54%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$36.25 - $42.28 $263,392 - $307,206
-7,266 Reduced 8.9%
74,353 $3.14 Million
Q1 2025

May 13, 2025
SELL
$39.96 - $43.3 $118,920 - $128,860
-2,976 Reduced 3.52%
81,619 $3.36 Million
Q4 2024

Feb 10, 2025
SELL
$40.38 - $44.35 $1,009 - $1,108
-25 Reduced 0.03%
84,595 $3.46 Million
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
744
Shares Held
277M
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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