Ifp Advisors, Inc Dimensional ETF Tr Us Marketwi Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ifp Advisors, Inc holds 3,783 shares of DFUV stock, worth $155,027. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,783

Previous 3,694 2.41%

Holding current value

$155,027

Previous $151,000 2.65%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$39.96 - $43.3 $3,556 - $3,853	89 Added 2.41%	3,783 $155,000
Q4 2024 Feb 04, 2025	BUY	$40.38 - $44.35 $6,904 - $7,583	171 Added 4.85%	3,694 $151,000
Q3 2024 Feb 04, 2025	SELL	$38.51 - $41.69 $14,980 - $16,217	-389 Reduced 9.94%	3,523 $146,000
Q2 2024 Jul 30, 2024	SELL	$38.53 - $40.76 $6,511 - $6,888	-169 Reduced 4.14%	3,912 $153,000
Q1 2024 Jul 30, 2024	BUY	$36.22 - $40.9 $5,577 - $6,298	154 Added 3.92%	4,081 $166,000
Q4 2023 Jan 09, 2024	SELL	$31.85 - $37.39 $573 - $673	-18 Reduced 0.46%	3,927 $146,000
Q3 2023 Oct 12, 2023	SELL	$33.83 - $36.19 $11,739 - $12,557	-347 Reduced 8.08%	3,945 $134,000
Q2 2023 Aug 04, 2023	SELL	$32.32 - $34.5 $72,946 - $77,866	-2,257 Reduced 34.46%	4,292 $148,000
Q1 2023 Apr 18, 2023	SELL	$31.9 - $35.83 $119,656 - $134,398	-3,751 Reduced 36.42%	6,549 $219,000
Q4 2022 Feb 07, 2023	BUY	$30.23 - $35.36 $392 - $459	13 Added 0.13%	10,300 $355,000
Q3 2022 Nov 08, 2022	BUY	$29.6 - $34.78 $15,362 - $18,050	519 Added 5.31%	10,287 $355,000
Q2 2022 Sep 06, 2022	BUY	$30.92 - $35.31 $302,026 - $344,908	9,768 New	9,768 $338,000
Q2 2022 Aug 12, 2022	SELL	$30.92 - $35.31 $302,026 - $344,908	-9,768 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	N/A	9,768 New	9,768 $0

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

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