Iht Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Iht Wealth Management, LLC holds 20,376 shares of DFUV stock, worth $836,231. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,376
Previous 20,875 2.39%
Holding current value
$836,231
Previous $870,000 4.25%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 14, 2025
SELL
$40.38 - $44.35 $20,149 - $22,130
-499 Reduced 2.39%
20,376 $833,000
Q3 2024

Nov 14, 2024
BUY
$38.51 - $41.69 $2,464 - $2,668
64 Added 0.31%
20,875 $870,000
Q2 2024

Aug 14, 2024
BUY
$38.53 - $40.76 $3,082 - $3,260
80 Added 0.39%
20,811 $817,000
Q1 2024

May 15, 2024
BUY
$36.22 - $40.9 $2,281 - $2,576
63 Added 0.3%
20,731 $847,000
Q4 2023

Feb 14, 2024
BUY
$31.85 - $37.39 $2,197 - $2,579
69 Added 0.33%
20,668 $769,000
Q3 2023

Nov 14, 2023
BUY
$33.83 - $36.19 $3,044 - $3,257
90 Added 0.44%
20,599 $700,000
Q2 2023

Aug 14, 2023
BUY
$32.32 - $34.5 $2,844 - $3,036
88 Added 0.43%
20,509 $707,000
Q1 2023

May 15, 2023
BUY
$31.9 - $35.83 $2,583 - $2,902
81 Added 0.4%
20,421 $683,000
Q4 2022

Feb 14, 2023
SELL
$30.23 - $35.36 $17,382 - $20,332
-575 Reduced 2.75%
20,340 $680,000
Q3 2022

Nov 22, 2022
BUY
$29.6 - $34.78 $22,200 - $26,085
750 Added 3.72%
20,915 $619,000
Q2 2022

Aug 15, 2022
BUY
$30.92 - $35.31 $623,501 - $712,026
20,165 New
20,165 $637,000

Others Institutions Holding DFUV

# of Institutions
701
Shares Held
275M
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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