Evermay Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,577 shares of DFUV stock, worth $67,811. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,577
Previous 1,814 13.07%
Holding current value
$67,811
Previous $71,000 8.45%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$38.51 - $41.69 $9,126 - $9,880
-237 Reduced 13.07%
1,577 $65,000
Q2 2024

Aug 01, 2024
SELL
$38.53 - $40.76 $13,947 - $14,755
-362 Reduced 16.64%
1,814 $71,000
Q4 2023

Feb 09, 2024
SELL
$31.85 - $37.39 $1,274 - $1,495
-40 Reduced 1.81%
2,176 $80,000
Q2 2022

Aug 15, 2022
BUY
$30.92 - $35.31 $68,518 - $78,246
2,216 New
2,216 $70,000

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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