Marietta Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Marietta Wealth Management, LLC

  • $667 Million
  • Q3 2024

A detailed history of Marietta Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 23,440 shares of DFUV stock, worth $1.01 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
23,440
Previous 24,519 4.4%
Holding current value
$1.01 Million
Previous $962,000 1.56%
% of portfolio
0.15%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$38.51 - $41.69 $41,552 - $44,983
-1,079 Reduced 4.4%
23,440 $977,000
Q2 2024

Jul 19, 2024
SELL
$38.53 - $40.76 $34,176 - $36,154
-887 Reduced 3.49%
24,519 $962,000
Q1 2024

Apr 25, 2024
SELL
$36.22 - $40.9 $14,270 - $16,114
-394 Reduced 1.53%
25,406 $1.04 Million
Q1 2023

Apr 27, 2023
SELL
$31.9 - $35.83 $44,436 - $49,911
-1,393 Reduced 5.12%
25,800 $863,000
Q2 2022

Aug 08, 2022
BUY
$30.92 - $35.31 $840,807 - $960,184
27,193 New
27,193 $859,000

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
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
Track This Portfolio

Track Marietta Wealth Management, LLC Portfolio

Follow Marietta Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Marietta Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email