Essential Planning, Llc. Dimensional ETF Tr Us Marketwi Transaction History

Essential Planning, Llc.

  • $209 Million
  • Q1 2024

A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Essential Planning, Llc. holds 5,951 shares of DFUV stock, worth $231,969. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,951
Previous 5,951 -0.0%
Holding current value
$231,969
Previous $221,000 9.95%
% of portfolio
0.12%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$31.85 - $37.39 $732 - $859
23 Added 0.39%
5,951 $221,000
Q3 2023

Nov 08, 2023
BUY
$33.83 - $36.19 $1,014 - $1,085
30 Added 0.51%
5,928 $201,000
Q2 2023

Aug 10, 2023
SELL
$32.32 - $34.5 $11,570 - $12,351
-358 Reduced 5.72%
5,898 $203,000
Q1 2023

May 09, 2023
BUY
$31.9 - $35.83 $199,566 - $224,152
6,256 New
6,256 $209,000

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
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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