Falcon Wealth Planning Dimensional ETF Tr Us Marketwi Transaction History

Falcon Wealth Planning

  • $631 Million
  • Q1 2024

A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Falcon Wealth Planning holds 18,029 shares of DFUV stock, worth $702,770. This represents 0.12% of its overall portfolio holdings.

Number of Shares
18,029
Previous 18,028 0.01%
Holding current value
$702,770
Previous $671,000 9.84%
% of portfolio
0.12%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$36.22 - $40.9 $36 - $40
1 Added 0.01%
18,029 $737,000
Q4 2023

Jan 10, 2024
BUY
$31.85 - $37.39 $31 - $37
1 Added 0.01%
18,028 $671,000
Q3 2023

Oct 05, 2023
BUY
$33.83 - $36.19 $33 - $36
1 Added 0.01%
18,027 $613,000
Q2 2023

Jul 13, 2023
BUY
$32.32 - $34.5 $32 - $34
1 Added 0.01%
18,026 $621,000
Q1 2023

May 15, 2023
BUY
$31.9 - $35.83 $606 - $680
19 Added 0.11%
18,025 $603,000
Q4 2022

Jan 20, 2023
BUY
$33.0 - $35.36 $6,699 - $7,178
203 Added 1.14%
18,006 $0
Q2 2022

Jul 20, 2022
BUY
$30.92 - $35.31 $550,468 - $628,623
17,803 New
17,803 $563,000

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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