Evensky & Katz LLC Dimensional ETF Tr Us Marketwi Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Evensky & Katz LLC holds 121,905 shares of DFUV stock, worth $5.05 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

121,905

Previous 123,160 1.02%

Holding current value

$5.05 Million

Previous $4.84 Million 5.09%

% of portfolio

0.33%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$38.51 - $41.69 $48,330 - $52,320	-1,255 Reduced 1.02%	121,905 $5.08 Million
Q2 2024 Jul 26, 2024	SELL	$38.53 - $40.76 $5,355 - $5,665	-139 Reduced 0.11%	123,160 $4.84 Million
Q1 2024 Apr 08, 2024	SELL	$36.22 - $40.9 $59,183 - $66,830	-1,634 Reduced 1.31%	123,299 $5.04 Million
Q4 2023 Feb 14, 2024	BUY	$31.85 - $37.39 $3,153 - $3,701	99 Added 0.08%	124,933 $4.65 Million
Q3 2023 Oct 10, 2023	SELL	$33.83 - $36.19 $150,002 - $160,466	-4,434 Reduced 3.43%	124,834 $4.25 Million
Q2 2023 Jul 24, 2023	SELL	$32.32 - $34.5 $101,355 - $108,192	-3,136 Reduced 2.37%	129,268 $4.46 Million
Q1 2023 Apr 20, 2023	BUY	$31.9 - $35.83 $106,673 - $119,815	3,344 Added 2.59%	132,404 $4.43 Million
Q4 2022 Jan 12, 2023	SELL	$30.23 - $35.36 $86,215 - $100,846	-2,852 Reduced 2.16%	129,060 $4.32 Million
Q3 2022 Oct 19, 2022	BUY	$29.6 - $34.78 $3.9 Million - $4.59 Million	131,912 New	131,912 $3.91 Million

Others Institutions Holding DFUV

# of Institutions

631

Shares Held

255M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evensky & Katz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evensky & Katz LLC with notifications on news.

Account