Falcon Wealth Planning Dimensional ETF Tr Us Marketwi Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025

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 17,426 shares of DFUV stock, worth $741,650. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,426
Previous 17,655 1.3%
Holding current value
$741,650
Previous $727,000 1.24%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$36.25 - $42.28 $8,301 - $9,682
-229 Reduced 1.3%
17,426 $736,000
Q4 2024

Jan 22, 2025
BUY
$40.38 - $44.35 $40 - $44
1 Added 0.01%
17,655 $722,000
Q3 2024

Oct 30, 2024
BUY
$38.51 - $41.69 $38 - $41
1 Added 0.01%
17,654 $735,000
Q2 2024

Jul 16, 2024
SELL
$38.53 - $40.76 $14,487 - $15,325
-376 Reduced 2.09%
17,653 $693,000
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
$30.23 - $35.36 $6,136 - $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
735
Shares Held
277M
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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