Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Us Marketwi Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.65 Billion
Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 2,635,288 shares of DFUV stock, worth $108 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

2,635,288

Previous 2,474,894 6.48%

Holding current value

$108 Million

Previous $103 Million 4.51%

% of portfolio

2.96%

Previous 2.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$40.38 - $44.35 $6.48 Million - $7.11 Million	160,394 Added 6.48%	2,635,288 $108 Million
Q3 2024 Oct 31, 2024	BUY	$38.51 - $41.69 $9.05 Million - $9.79 Million	234,926 Added 10.49%	2,474,894 $103 Million
Q2 2024 Aug 09, 2024	BUY	$38.53 - $40.76 $4.02 Million - $4.25 Million	104,332 Added 4.89%	2,239,968 $88 Million
Q1 2024 May 06, 2024	BUY	$36.22 - $40.9 $2.55 Million - $2.88 Million	70,350 Added 3.41%	2,135,636 $87.3 Million
Q4 2023 Feb 06, 2024	BUY	$31.85 - $37.39 $6.14 Million - $7.2 Million	192,668 Added 10.29%	2,065,286 $76.9 Million
Q3 2023 Nov 02, 2023	BUY	$33.83 - $36.19 $3.15 Million - $3.37 Million	93,175 Added 5.24%	1,872,618 $63.7 Million
Q2 2023 Aug 11, 2023	SELL	$32.32 - $34.5 $474,910 - $506,943	-14,694 Reduced 0.82%	1,779,443 $61.4 Million
Q1 2023 May 09, 2023	BUY	$31.9 - $35.83 $1.53 Million - $1.72 Million	48,066 Added 2.75%	1,794,137 $60.1 Million
Q4 2022 Feb 07, 2023	BUY	$30.23 - $35.36 $164,118 - $191,969	5,429 Added 0.31%	1,746,071 $58.5 Million
Q3 2022 Nov 02, 2022	SELL	$29.6 - $34.78 $354,578 - $416,629	-11,979 Reduced 0.68%	1,740,642 $51.5 Million
Q2 2022 Aug 02, 2022	BUY	$30.92 - $35.31 $54.2 Million - $61.9 Million	1,752,621 New	1,752,621 $55.4 Million

Others Institutions Holding DFUV

# of Institutions

708

Shares Held

275M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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Industry ETFs

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Us Marketwi Transaction History