Eldridge Investment Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Eldridge Investment Advisors, Inc.

$402 Million
Q1 2025

A detailed history of Eldridge Investment Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 28,928 shares of DFUV stock, worth $1.19 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

28,928

Previous 28,824 0.36%

Holding current value

$1.19 Million

Previous $1.18 Million 1.1%

% of portfolio

0.3%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$39.96 - $43.3 $4,155 - $4,503	104 Added 0.36%	28,928 $1.19 Million
Q4 2024 Feb 10, 2025	BUY	$40.38 - $44.35 $2,342 - $2,572	58 Added 0.2%	28,824 $1.18 Million
Q3 2024 Nov 08, 2024	SELL	$38.51 - $41.69 $8,356 - $9,046	-217 Reduced 0.75%	28,766 $1.2 Million
Q2 2024 Aug 01, 2024	SELL	$38.53 - $40.76 $1,387 - $1,467	-36 Reduced 0.12%	28,983 $1.14 Million
Q1 2024 May 10, 2024	BUY	$36.22 - $40.9 $1,340 - $1,513	37 Added 0.13%	29,019 $1.19 Million
Q4 2023 Feb 06, 2024	SELL	$31.85 - $37.39 $152,465 - $178,985	-4,787 Reduced 14.18%	28,982 $1.08 Million
Q3 2023 Nov 06, 2023	SELL	$33.83 - $36.19 $3,383 - $3,619	-100 Reduced 0.3%	33,769 $1.15 Million
Q2 2023 Aug 03, 2023	SELL	$32.32 - $34.5 $176,434 - $188,335	-5,459 Reduced 13.88%	33,869 $1.17 Million
Q1 2023 May 12, 2023	BUY	$31.9 - $35.83 $122,655 - $137,766	3,845 Added 10.84%	39,328 $1.32 Million
Q4 2022 Feb 03, 2023	BUY	$30.23 - $35.36 $397,343 - $464,771	13,144 Added 58.84%	35,483 $1.19 Million
Q3 2022 Nov 10, 2022	BUY	$29.6 - $34.78 $355,111 - $417,255	11,997 Added 116.0%	22,339 $661,000
Q2 2022 Aug 11, 2022	BUY	$30.92 - $35.31 $319,774 - $365,176	10,342 New	10,342 $327,000

Others Institutions Holding DFUV

# of Institutions

729

Shares Held

274M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Eldridge Investment Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History