Olio Financial Planning Dimensional ETF Tr Us Marketwi Transaction History

Olio Financial Planning

  • $284 Million
  • Q4 2024

A detailed history of Olio Financial Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Olio Financial Planning holds 5,794 shares of DFUV stock, worth $247,635. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,794
Previous 5,698 1.68%
Holding current value
$247,635
Previous $237,000 -0.0%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jan 21, 2025
BUY
$40.38 - $44.35 $3,876 - $4,257
96 Added 1.68%
5,794 $237,000
Q4 2023

Jan 10, 2024
BUY
$31.85 - $37.39 $181,481 - $213,048
5,698 New
5,698 $212,000

Others Institutions Holding DFUV

# of Institutions
663
Shares Held
271M
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
Track This Portfolio

Track Olio Financial Planning Portfolio

Follow Olio Financial Planning 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 Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email