Lauterbach Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Lauterbach Financial Advisors, LLC

  • $145 Million
  • Q1 2024

A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 260,740 shares of DFUV stock, worth $10.2 Million. This represents 7.35% of its overall portfolio holdings.

Number of Shares
260,740
Previous 296,459 12.05%
Holding current value
$10.2 Million
Previous $11 Million 3.35%
% of portfolio
7.35%
Previous 8.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$36.22 - $40.9 $1.29 Million - $1.46 Million
-35,719 Reduced 12.05%
260,740 $10.7 Million
Q4 2023

Jan 18, 2024
BUY
$31.85 - $37.39 $11,975 - $14,058
376 Added 0.13%
296,459 $11 Million
Q3 2023

Oct 30, 2023
SELL
$33.83 - $36.19 $17,287 - $18,493
-511 Reduced 0.17%
296,083 $10.1 Million
Q2 2023

Aug 02, 2023
SELL
$32.32 - $34.5 $27,892 - $29,773
-863 Reduced 0.29%
296,594 $10.2 Million
Q1 2023

May 01, 2023
BUY
$31.9 - $35.83 $24,850 - $27,911
779 Added 0.26%
297,457 $9.96 Million
Q4 2022

Jan 26, 2023
BUY
$33.0 - $35.36 $82,566 - $88,470
2,502 Added 0.85%
296,678 $0
Q3 2022

Oct 28, 2022
SELL
$30.15 - $34.78 $131,845 - $152,092
-4,373 Reduced 1.46%
294,176 $8.71 Million
Q2 2022

Jul 29, 2022
BUY
$30.92 - $35.31 $9.23 Million - $10.5 Million
298,549 New
298,549 $9.43 Million

Others Institutions Holding DFUV

# of Institutions
592
Shares Held
242M
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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