Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 7,992 shares of DFUV stock, worth $326,872. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,992
Previous 7,992 -0.0%
Holding current value
$326,872
Previous $314 Million 6.16%
% of portfolio
0.53%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$38.53 - $40.76 $150,344 - $159,045
3,902 Added 95.4%
7,992 $314 Million
Q1 2024

May 14, 2024
SELL
$36.22 - $40.9 $56,792 - $64,131
-1,568 Reduced 27.71%
4,090 $167 Million
Q4 2023

May 14, 2024
BUY
$31.85 - $37.39 $180,207 - $211,552
5,658 New
5,658 $211 Million

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
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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