Gradient Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 128,651 shares of DFUV stock, worth $5.52 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
128,651
Previous 128,779 0.1%
Holding current value
$5.52 Million
Previous $5.37 Million 1.94%
% of portfolio
1.73%
Previous 1.81%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$40.38 - $44.35 $5,168 - $5,676
-128 Reduced 0.1%
128,651 $5.26 Million
Q3 2024

Oct 16, 2024
SELL
$38.51 - $41.69 $30,268 - $32,768
-786 Reduced 0.61%
128,779 $5.37 Million
Q2 2024

Jul 19, 2024
SELL
$38.53 - $40.76 $30,323 - $32,078
-787 Reduced 0.6%
129,565 $5.09 Million
Q1 2024

Apr 17, 2024
BUY
$36.22 - $40.9 $13,727 - $15,501
379 Added 0.29%
130,352 $5.33 Million
Q4 2023

Jan 31, 2024
SELL
$31.85 - $37.39 $156,224 - $183,397
-4,905 Reduced 3.64%
129,973 $4.84 Million
Q3 2023

Oct 24, 2023
BUY
$33.83 - $36.19 $16,441 - $17,588
486 Added 0.36%
134,878 $4.59 Million
Q2 2023

Jul 18, 2023
BUY
$32.32 - $34.5 $2,424 - $2,587
75 Added 0.06%
134,392 $4.64 Million
Q1 2023

Apr 17, 2023
BUY
$31.9 - $35.83 $194,813 - $218,813
6,107 Added 4.76%
134,317 $4.5 Million
Q4 2022

Feb 03, 2023
BUY
$30.23 - $35.36 $470,318 - $550,130
15,558 Added 13.81%
128,210 $4.29 Million
Q3 2022

Nov 04, 2022
BUY
$29.6 - $34.78 $1.06 Million - $1.25 Million
35,831 Added 46.64%
112,652 $3.34 Million
Q2 2022

Jul 18, 2022
BUY
$30.92 - $35.31 $2.38 Million - $2.71 Million
76,821 New
76,821 $2.43 Million

Others Institutions Holding DFUV

# of Institutions
654
Shares Held
268M
Call Options Held
300
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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