Montz Harcus Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 7,985 shares of DFUV stock, worth $347,906. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,985
Previous 7,947 0.48%
Holding current value
$347,906
Previous $327,000 3.06%
% of portfolio
0.16%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$36.25 - $42.28 $1,377 - $1,606
38 Added 0.48%
7,985 $337,000
Q1 2025

Apr 21, 2025
BUY
$39.96 - $43.3 $317,562 - $344,105
7,947 New
7,947 $327,000

Others Institutions Holding DFUV

# of Institutions
749
Shares Held
278M
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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