Monterey Private Wealth, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 15,371 shares of DFUV stock, worth $654,189. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,371
Previous 15,322 0.32%
Holding current value
$654,189
Previous $626,000 1.12%
% of portfolio
0.19%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$39.96 - $43.3 $1,958 - $2,121
49 Added 0.32%
15,371 $633,000
Q4 2024

Jan 16, 2025
SELL
$40.38 - $44.35 $14,859 - $16,320
-368 Reduced 2.35%
15,322 $626,000
Q3 2024

Oct 03, 2024
BUY
$38.51 - $41.69 $1,925 - $2,084
50 Added 0.32%
15,690 $654,000
Q2 2024

Jul 08, 2024
BUY
$38.53 - $40.76 $2,080 - $2,201
54 Added 0.35%
15,640 $614,000
Q1 2024

Apr 09, 2024
BUY
$36.22 - $40.9 $1,557 - $1,758
43 Added 0.28%
15,586 $637,000
Q4 2023

Jan 12, 2024
BUY
$31.85 - $37.39 $1,465 - $1,719
46 Added 0.3%
15,543 $578,000
Q3 2023

Oct 10, 2023
BUY
$33.83 - $36.19 $2,029 - $2,171
60 Added 0.39%
15,497 $527,000
Q2 2023

Jul 11, 2023
BUY
$32.32 - $34.5 $1,939 - $2,070
60 Added 0.39%
15,437 $532,000
Q1 2023

Apr 06, 2023
BUY
$31.9 - $35.83 $1,690 - $1,898
53 Added 0.35%
15,377 $514,000
Q4 2022

Jan 20, 2023
BUY
$30.23 - $35.36 $1,390 - $1,626
46 Added 0.3%
15,324 $0
Q3 2022

Oct 11, 2022
BUY
$29.6 - $34.78 $452,228 - $531,368
15,278 New
15,278 $458,000

Others Institutions Holding DFUV

# of Institutions
737
Shares Held
277M
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
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