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

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 13,601 shares of DFUV stock, worth $612,589. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,601
Previous 13,593 0.06%
Holding current value
$612,589
Previous $574,000 5.75%
% of portfolio
0.09%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$41.91 - $44.87 $335 - $358
8 Added 0.06%
13,601 $607,000
Q2 2025

Jul 30, 2025
BUY
$36.25 - $42.28 $290 - $338
8 Added 0.06%
13,593 $574,000
Q1 2025

Apr 28, 2025
BUY
$39.96 - $43.3 $279 - $303
7 Added 0.05%
13,585 $559,000
Q4 2024

Jan 24, 2025
BUY
$40.38 - $44.35 $282 - $310
7 Added 0.05%
13,578 $555,000
Q3 2024

Oct 30, 2024
BUY
$38.51 - $41.69 $308 - $333
8 Added 0.06%
13,571 $565,000
Q2 2024

Jul 12, 2024
BUY
$38.53 - $40.76 $269 - $285
7 Added 0.05%
13,563 $532,000
Q1 2024

May 14, 2024
SELL
$36.22 - $40.9 $11,952 - $13,497
-330 Reduced 2.38%
13,556 $554,000
Q4 2023

May 14, 2024
BUY
$31.85 - $37.39 $191 - $224
6 Added 0.04%
13,886 $516,000
Q3 2023

Nov 14, 2023
SELL
$33.83 - $36.19 $13,565 - $14,512
-401 Reduced 2.81%
13,880 $472,000
Q4 2022

Jan 19, 2023
BUY
$30.23 - $35.36 $53,658 - $62,764
1,775 Added 14.19%
14,281 $0
Q3 2022

Oct 24, 2022
BUY
$29.6 - $34.78 $370,177 - $434,958
12,506 New
12,506 $370,000

Others Institutions Holding DFUV

# of Institutions
768
Shares Held
246M
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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