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

  • $3.55 Billion
  • Q3 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 2,474,894 shares of DFUV stock, worth $101 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
2,474,894
Previous 2,239,968 10.49%
Holding current value
$101 Million
Previous $88 Million 17.3%
% of portfolio
2.91%
Previous 2.61%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
640
Shares Held
267M
Call Options Held
300
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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