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

Fsm Wealth Advisors, LLC

  • $281 Million
  • Q1 2024

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 13,556 shares of DFUV stock, worth $528,412. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,556
Previous 13,886 2.38%
Holding current value
$528,412
Previous $516,000 7.36%
% of portfolio
0.2%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.0 - $35.36 $58,575 - $62,764
1,775 Added 14.19%
14,281 $0
Q3 2022

Oct 24, 2022
BUY
$30.15 - $34.78 $377,055 - $434,958
12,506 New
12,506 $370,000

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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