Newton One Investments LLC Dimensional ETF Tr Us Marketwi Transaction History

Newton One Investments LLC

  • $259 Million
  • Q4 2024

A detailed history of Newton One Investments LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Newton One Investments LLC holds 8,286 shares of DFUV stock, worth $341,466. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,286
Previous 7,913 4.71%
Holding current value
$341,466
Previous $329,000 3.04%
% of portfolio
0.13%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$40.38 - $44.35 $15,061 - $16,542
373 Added 4.71%
8,286 $339,000
Q3 2024

Oct 17, 2024
BUY
$38.51 - $41.69 $1,270 - $1,375
33 Added 0.42%
7,913 $329,000
Q2 2024

Jul 17, 2024
SELL
$38.53 - $40.76 $11,674 - $12,350
-303 Reduced 3.7%
7,880 $309,000
Q1 2024

Apr 16, 2024
SELL
$36.22 - $40.9 $10,866 - $12,270
-300 Reduced 3.54%
8,183 $334,000
Q4 2023

Jan 22, 2024
BUY
$31.85 - $37.39 $955 - $1,121
30 Added 0.35%
8,483 $315,000
Q1 2023

Apr 18, 2023
SELL
$31.9 - $35.83 $36,047 - $40,487
-1,130 Reduced 11.79%
8,453 $283,000
Q2 2022

Jul 11, 2022
BUY
$30.92 - $35.31 $296,306 - $338,375
9,583 New
9,583 $303,000

Others Institutions Holding DFUV

# of Institutions
705
Shares Held
275M
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 Newton One Investments LLC Portfolio

Follow Newton One Investments LLC 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 Newton One Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newton One Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email