Cyndeo Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,049 shares of DFUV stock, worth $254,965. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,049
Previous 6,025 0.4%
Holding current value
$254,965
Previous $246,000 1.22%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$39.96 - $43.3 $959 - $1,039
24 Added 0.4%
6,049 $249,000
Q4 2024

Jan 21, 2025
SELL
$40.38 - $44.35 $1,009 - $1,108
-25 Reduced 0.41%
6,025 $246,000
Q3 2024

Oct 18, 2024
BUY
$38.51 - $41.69 $232,985 - $252,224
6,050 New
6,050 $252,000

Others Institutions Holding DFUV

# of Institutions
731
Shares Held
274M
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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