Mission Wealth Management, LP Dimensional ETF Tr Us Marketwi Transaction History

Mission Wealth Management, LP

$4.1 Billion
Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mission Wealth Management, LP holds 49,922 shares of DFUV stock, worth $2.15 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,922

Previous 50,685 1.51%

Holding current value

$2.15 Million

Previous $1.99 Million 4.57%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$38.51 - $41.69 $29,383 - $31,809	-763 Reduced 1.51%	49,922 $2.08 Million
Q2 2024 Aug 02, 2024	SELL	$38.53 - $40.76 $94,282 - $99,739	-2,447 Reduced 4.61%	50,685 $1.99 Million
Q1 2024 Apr 30, 2024	SELL	$36.22 - $40.9 $10,902 - $12,310	-301 Reduced 0.56%	53,132 $2.17 Million
Q4 2023 Feb 05, 2024	BUY	$31.85 - $37.39 $844,120 - $990,947	26,503 Added 98.41%	53,433 $1.99 Million
Q2 2023 Aug 04, 2023	SELL	$32.32 - $34.5 $34,291 - $36,604	-1,061 Reduced 3.79%	26,930 $929,000
Q1 2023 Apr 07, 2023	SELL	$31.9 - $35.83 $5,550 - $6,234	-174 Reduced 0.62%	27,991 $937,000
Q4 2022 Feb 02, 2023	SELL	$30.23 - $35.36 $61,638 - $72,099	-2,039 Reduced 6.75%	28,165 $942,000
Q3 2022 Oct 12, 2022	SELL	$29.6 - $34.78 $8,317 - $9,773	-281 Reduced 0.92%	30,204 $894,000
Q2 2022 Jul 27, 2022	BUY	$30.92 - $35.31 $942,596 - $1.08 Million	30,485 New	30,485 $963,000

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Mission Wealth Management, LP Dimensional ETF Tr Us Marketwi Transaction History