Forvis Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Forvis Wealth Advisors, LLC

  • $3.91 Billion
  • Q1 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,702 shares of DFUV stock, worth $261,243. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,702
Previous 6,801 1.46%
Holding current value
$261,243
Previous $253,000 8.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 19, 2024
SELL
$36.22 - $40.9 $3,585 - $4,049
-99 Reduced 1.46%
6,702 $274,000
Q4 2023

Jan 11, 2024
SELL
$31.85 - $37.39 $16,880 - $19,816
-530 Reduced 7.23%
6,801 $253,000
Q3 2023

Oct 25, 2023
SELL
$33.83 - $36.19 $14,107 - $15,091
-417 Reduced 5.38%
7,331 $249,000
Q1 2023

Apr 26, 2023
SELL
$31.9 - $35.83 $11,484 - $12,898
-360 Reduced 4.44%
7,748 $259,000
Q4 2022

Feb 02, 2023
SELL
$33.0 - $35.36 $32,967 - $35,324
-999 Reduced 10.97%
8,108 $271,000
Q3 2022

Oct 13, 2022
BUY
$30.15 - $34.78 $274,576 - $316,741
9,107 New
9,107 $269,000

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
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email