M Holdings Securities, Inc. Dimensional ETF Tr Us Marketwi Transaction History

M Holdings Securities, Inc.

$601 Million
Q1 2025

A detailed history of M Holdings Securities, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, M Holdings Securities, Inc. holds 90,759 shares of DFUV stock, worth $3.95 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

90,759

Previous 95,871 5.33%

Holding current value

$3.95 Million

Previous $3.92 Million 4.66%

% of portfolio

0.62%

Previous 0.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$39.96 - $43.3 $204,275 - $221,349	-5,112 Reduced 5.33%	90,759 $3.74 Million
Q4 2024 Feb 13, 2025	BUY	$40.38 - $44.35 $3.71 Million - $4.08 Million	91,948 Added 2343.82%	95,871 $3.92 Million
Q4 2024 Feb 11, 2025	SELL	$40.38 - $44.35 $4.24 Million - $4.66 Million	-105,066 Reduced 96.4%	3,923 $95.9 Million
Q3 2024 Nov 12, 2024	SELL	$38.51 - $41.69 $41.3 Million - $44.7 Million	-1,072,794 Reduced 90.78%	108,989 $4.54 Million
Q2 2024 Aug 13, 2024	BUY	$38.53 - $40.76 $41.3 Million - $43.7 Million	1,070,903 Added 965.82%	1,181,783 $46.4 Million
Q1 2024 May 14, 2024	SELL	$36.22 - $40.9 $358,433 - $404,746	-9,896 Reduced 8.19%	110,880 $4.54 Million
Q4 2023 Feb 14, 2024	SELL	$31.85 - $37.39 $53,348 - $62,628	-1,675 Reduced 1.37%	120,776 $4.5 Million
Q3 2023 Feb 14, 2024	BUY	$33.83 - $36.19 $1.3 Million - $1.39 Million	38,501 Added 45.86%	122,451 $4.17 Million
Q2 2023 Sep 26, 2023	SELL	$32.32 - $34.5 $1.22 Million - $1.3 Million	-37,616 Reduced 30.94%	83,950 $2.9 Million
Q1 2023 May 15, 2023	SELL	$31.9 - $35.83 $230,987 - $259,445	-7,241 Reduced 5.62%	121,566 $4.07 Million
Q4 2022 Feb 10, 2023	SELL	$30.23 - $35.36 $9,613 - $11,244	-318 Reduced 0.25%	128,807 $4.31 Million
Q3 2022 Nov 16, 2022	BUY	$29.6 - $34.78 $34,809 - $40,901	1,176 Added 0.92%	129,125 $3.82 Million
Q2 2022 Aug 16, 2022	BUY	$30.92 - $35.31 $3.96 Million - $4.52 Million	127,949 New	127,949 $4.04 Million

Others Institutions Holding DFUV

# of Institutions

739

Shares Held

276M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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M Holdings Securities, Inc. Dimensional ETF Tr Us Marketwi Transaction History