Delap Wealth Advisory, LLC Dimensional ETF Tr Us Marketwi Transaction History

Delap Wealth Advisory, LLC

  • $167 Billion
  • Q4 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 17,664 shares of DFUV stock, worth $727,933. This represents 0.43% of its overall portfolio holdings.

Number of Shares
17,664
Previous 17,664 -0.0%
Holding current value
$727,933
Previous $736 Million 1.85%
% of portfolio
0.43%
Previous 0.47%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$38.51 - $41.69 $680,240 - $736,412
-17,664 Reduced 50.0%
17,664 $736 Million
Q2 2024

Aug 13, 2024
BUY
$38.53 - $40.76 $680,593 - $719,984
17,664 Added 100.0%
35,328 $1.39 Billion
Q4 2023

Feb 14, 2024
BUY
$31.85 - $37.39 $6,592 - $7,739
207 Added 1.19%
17,664 $657 Million
Q1 2023

May 15, 2023
SELL
$31.9 - $35.83 $14,801 - $16,625
-464 Reduced 2.59%
17,457 $584 Million
Q4 2022

Feb 13, 2023
BUY
$30.23 - $35.36 $541,751 - $633,686
17,921 New
17,921 $600 Million

Others Institutions Holding DFUV

# of Institutions
705
Shares Held
275M
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 Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, 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 Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email