Moneta Group Investment Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 85,385 shares of DFUV stock, worth $3.52 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
85,385
Previous 85,885 0.58%
Holding current value
$3.52 Million
Previous $3.58 Million 2.43%
% of portfolio
0.05%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$40.38 - $44.35 $20,190 - $22,175
-500 Reduced 0.58%
85,385 $3.49 Million
Q3 2024

Nov 12, 2024
BUY
$38.51 - $41.69 $535,712 - $579,949
13,911 Added 19.33%
85,885 $3.58 Million
Q2 2024

Aug 13, 2024
SELL
$38.53 - $40.76 $48,778 - $51,602
-1,266 Reduced 1.73%
71,974 $2.83 Million
Q1 2024

Aug 13, 2024
SELL
$36.22 - $40.9 $294,287 - $332,312
-8,125 Reduced 9.99%
73,240 $3 Million
Q4 2023

Feb 15, 2024
BUY
$31.85 - $37.39 $449,753 - $527,984
14,121 Added 21.0%
81,365 $3.03 Million
Q3 2023

Nov 15, 2023
SELL
$33.83 - $36.19 $155,313 - $166,148
-4,591 Reduced 6.39%
67,244 $2.29 Million
Q2 2023

Aug 15, 2023
BUY
$32.32 - $34.5 $643,006 - $686,377
19,895 Added 38.3%
71,835 $2.48 Million
Q1 2023

May 15, 2023
BUY
$31.9 - $35.83 $366,148 - $411,256
11,478 Added 28.37%
51,940 $1.74 Million
Q4 2022

Feb 16, 2023
BUY
$30.23 - $35.36 $1.09 Million - $1.27 Million
36,035 Added 813.98%
40,462 $1.35 Million
Q4 2022

Feb 16, 2023
SELL
$30.23 - $35.36 $1.38 Billion - $1.62 Billion
-45,743,303 Reduced 99.99%
4,427 $148,000
Q4 2022

Feb 15, 2023
BUY
$30.23 - $35.36 $1.38 Billion - $1.62 Billion
45,704,805 Added 106475.96%
45,747,730 $1.53 Billion
Q3 2022

Nov 14, 2022
SELL
$29.6 - $34.78 $67,991 - $79,889
-2,297 Reduced 5.08%
42,925 $1.27 Million
Q2 2022

Aug 15, 2022
BUY
$30.92 - $35.31 $1.4 Million - $1.6 Million
45,222 New
45,222 $1.43 Million

Others Institutions Holding DFUV

# of Institutions
707
Shares Held
275M
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
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email