Liberty Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Liberty Wealth Management LLC

$512 Million
Q1 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Liberty Wealth Management LLC holds 27,950 shares of DFUV stock, worth $1.09 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

27,950

Previous 24,291 15.06%

Holding current value

$1.09 Million

Previous $904,000 26.44%

% of portfolio

0.22%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$36.22 - $40.9 $132,528 - $149,653	3,659 Added 15.06%	27,950 $1.14 Million
Q4 2023 Feb 08, 2024	BUY	$31.85 - $37.39 $18,918 - $22,209	594 Added 2.51%	24,291 $904,000
Q3 2023 Nov 13, 2023	BUY	$33.83 - $36.19 $8,525 - $9,119	252 Added 1.07%	23,697 $806,000
Q2 2023 Aug 10, 2023	BUY	$32.32 - $34.5 $170,229 - $181,711	5,267 Added 28.97%	23,445 $808,000
Q1 2023 May 03, 2023	SELL	$31.9 - $35.83 $24.8 Million - $27.8 Million	-776,880 Reduced 97.71%	18,178 $608,000

Q3 2022 Nov 15, 2022	BUY	$30.15 - $34.78 $21.6 Million - $24.9 Million	715,429 Added 898.45%	795,058 $23.5 Million
Q2 2022 Aug 15, 2022	BUY	$30.92 - $35.31 $2.46 Million - $2.81 Million	79,629 New	79,629 $2.52 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History