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

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 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 85,885 shares of DFUV stock, worth $3.69 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

85,885

Previous 71,974 19.33%

Holding current value

$3.69 Million

Previous $2.83 Million 26.68%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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

Track This Portfolio

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.

Account

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