Investment Advisory Group, LLC Dimensional ETF Tr Us Marketwi Transaction History

Investment Advisory Group, LLC

$239 Million
Q1 2024

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Investment Advisory Group, LLC holds 97,647 shares of DFUV stock, worth $3.81 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

97,647

Previous 97,647 -0.0%

Holding current value

$3.81 Million

Previous $3.63 Million 9.88%

% of portfolio

1.67%

Previous 1.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	BUY	$31.85 - $37.39 $47,743 - $56,047	1,499 Added 1.56%	97,647 $3.63 Million
Q3 2023 Oct 16, 2023	BUY	$33.83 - $36.19 $429,302 - $459,251	12,690 Added 15.21%	96,148 $3.27 Million
Q2 2023 Jul 17, 2023	SELL	$32.32 - $34.5 $9,631 - $10,281	-298 Reduced 0.36%	83,458 $2.88 Million
Q1 2023 May 02, 2023	BUY	$31.9 - $35.83 $573,881 - $644,581	17,990 Added 27.35%	83,756 $2.8 Million
Q4 2022 Jan 19, 2023	BUY	$33.0 - $35.36 $9,834 - $10,537	298 Added 0.46%	65,766 $0

Q3 2022 Oct 24, 2022	BUY	$30.15 - $34.78 $24,602 - $28,380	816 Added 1.26%	65,468 $1.94 Million
Q2 2022 Jul 18, 2022	BUY	$30.92 - $35.31 $2 Million - $2.28 Million	64,652 New	64,652 $2.04 Million

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Investment Advisory Group, LLC Dimensional ETF Tr Us Marketwi Transaction History