A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Investmark Advisory Group LLC holds 489,753 shares of DFUV stock, worth $20.7 Million. This represents 10.12% of its overall portfolio holdings.

Number of Shares
489,753
Previous 478,331 2.39%
Holding current value
$20.7 Million
Previous $18.8 Million 8.69%
% of portfolio
10.12%
Previous 10.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$38.51 - $41.69 $439,861 - $476,183
11,422 Added 2.39%
489,753 $20.4 Million
Q2 2024

Aug 14, 2024

BUY
$38.53 - $40.76 $447,911 - $473,835
11,625 Added 2.49%
478,331 $18.8 Million
Q1 2024

May 17, 2024

BUY
$36.22 - $40.9 $297,148 - $335,543
8,204 Added 1.79%
466,706 $19.1 Million
Q4 2023

Feb 14, 2024

BUY
$31.85 - $37.39 $340,126 - $399,287
10,679 Added 2.38%
458,502 $17.1 Million
Q2 2023

Aug 14, 2023

BUY
$32.32 - $34.5 $150,061 - $160,183
4,643 Added 1.05%
447,823 $15.4 Million
Q1 2023

May 15, 2023

BUY
$31.9 - $35.83 $90,596 - $101,757
2,840 Added 0.64%
443,180 $14.8 Million
Q4 2022

Jan 24, 2023

BUY
$30.23 - $35.36 $1.27 Million - $1.49 Million
42,168 Added 10.59%
440,340 $0
Q3 2022

Nov 14, 2022

BUY
$29.6 - $34.78 $1.24 Million - $1.46 Million
41,873 Added 11.75%
398,172 $11.8 Million
Q2 2022

Jul 15, 2022

BUY
$30.92 - $35.31 $11 Million - $12.6 Million
356,299 New
356,299 $11.3 Million

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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