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

Iht Wealth Management, LLC

$2.59 Billion
Q1 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 20,731 shares of DFUV stock, worth $808,094. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,731

Previous 20,668 0.3%

Holding current value

$808,094

Previous $769,000 10.14%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.0 - $35.36 $18,975 - $20,332	-575 Reduced 2.75%	20,340 $680,000
Q3 2022 Nov 22, 2022	BUY	$30.15 - $34.78 $22,612 - $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

593

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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