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

Monterey Private Wealth, Inc.

  • $249 Million
  • Q1 2024

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 15,586 shares of DFUV stock, worth $607,542. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,586
Previous 15,543 0.28%
Holding current value
$607,542
Previous $578,000 10.21%
% of portfolio
0.26%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.0 - $35.36 $1,518 - $1,626
46 Added 0.3%
15,324 $0
Q3 2022

Oct 11, 2022
BUY
$30.15 - $34.78 $460,631 - $531,368
15,278 New
15,278 $458,000

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
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 Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. 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 Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email