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

Fsm Wealth Advisors, LLC

$443 Million
Q1 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 13,585 shares of DFUV stock, worth $556,713. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,585

Previous 13,578 0.05%

Holding current value

$556,713

Previous $555,000 0.72%

% of portfolio

0.13%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

729

Shares Held

274M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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