Liberty Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025

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 19,417 shares of DFUV stock, worth $786,971. This represents 0.16% of its overall portfolio holdings.

Number of Shares
19,417
Previous 19,417 -0.0%
Holding current value
$786,971
Previous $800,000 -0.0%
% of portfolio
0.16%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$39.96 - $43.3 $263,456 - $285,476
6,593 Added 51.41%
19,417 $800,000
Q4 2024

Feb 07, 2025
BUY
$40.38 - $44.35 $17,767 - $19,514
440 Added 3.55%
12,824 $524,000
Q3 2024

Nov 01, 2024
SELL
$38.51 - $41.69 $150,805 - $163,258
-3,916 Reduced 24.02%
12,384 $516,000
Q2 2024

Aug 06, 2024
SELL
$38.53 - $40.76 $448,874 - $474,854
-11,650 Reduced 41.68%
16,300 $640,000
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
$29.6 - $34.78 $21.2 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
728
Shares Held
273M
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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